HBLRX Mutual Fund

HBLRX Mutual Fund

NAV$15.25
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Returns Overview

1 Month
+0.87%
3 Months
+1.78%
6 Months
+2.65%
YTD
+4.19%
1 Year
+9.63%
3 Years (annualized)
+7.92%
5 Years (annualized)
+3.88%
10 Years (annualized)
+6.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBLRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JP Morgan Emerging Markets Bond Index Plus
This Mutual Fund (YTD)
+4.19%
Peer Avg (YTD)
+3.39%
vs Peers
+0.80%

HBLRX Mutual Fund Performance

HBLRX performance across multiple time periods: 1-month 0.87%, YTD 4.19%, 1-year 9.63%, 3-year 7.92%, 5-year 3.88%, 10-year 6.43%.

HBLRX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

HBLRX vs another fund shows side-by-side returns. HBLRX alternatives are available in the Mutual Fund Screener.