HBLSX Mutual Fund

HBLSX Mutual Fund

NAV$14.55
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Returns Overview

1 Month
+0.80%
3 Months
+1.77%
6 Months
+1.50%
YTD
+5.16%
1 Year
+8.33%
3 Years (annualized)
+9.12%
5 Years (annualized)
+4.10%
10 Years (annualized)
+6.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBLSX 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)
+5.16%
Peer Avg (YTD)
+3.78%
vs Peers
+1.38%

HBLSX Mutual Fund Performance

HBLSX performance across multiple time periods: 1-month 0.80%, YTD 5.16%, 1-year 8.33%, 3-year 9.12%, 5-year 4.10%, 10-year 6.05%.

HBLSX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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