HBLTX Mutual Fund

HBLTX Mutual Fund

NAV$15.27
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Returns Overview

1 Month
+0.87%
3 Months
+1.85%
6 Months
+2.89%
YTD
+4.57%
1 Year
+10.27%
3 Years (annualized)
+8.56%
5 Years (annualized)
+4.51%
10 Years (annualized)
+6.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBLTX 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
PROUpgrade to run
🏦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)
+4.57%
Peer Avg (YTD)
+3.39%
vs Peers
+1.18%

HBLTX Mutual Fund Performance

HBLTX performance across multiple time periods: 1-month 0.87%, YTD 4.57%, 1-year 10.27%, 3-year 8.56%, 5-year 4.51%, 10-year 6.39%.

HBLTX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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