HBLTX Mutual Fund

NAV$15.30
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Returns Overview

1 Month
+0.11%
3 Months
+3.68%
6 Months
+3.96%
YTD
+3.67%
1 Year
+13.86%
3 Years (annualized)
+11.25%
5 Years (annualized)
+5.81%
10 Years (annualized)
+7.14%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JP Morgan Emerging Markets Bond Index Plus
This Mutual Fund (YTD)
+3.67%
Peer Avg (YTD)
+4.14%
vs Peers
-0.47%

HBLTX Mutual Fund Performance

HBLTX performance across multiple time periods: 1-month 0.11%, YTD 3.67%, 1-year 13.86%, 3-year 11.25%, 5-year 5.81%, 10-year 7.14%.

HBLTX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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