HBLVX Mutual Fund

HBLVX Mutual Fund

NAV$15.19
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Returns Overview

1 Month
+0.93%
3 Months
+1.93%
6 Months
+2.99%
YTD
+4.65%
1 Year
+10.37%
3 Years (annualized)
+8.67%
5 Years (annualized)
+4.61%
10 Years (annualized)
+6.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBLVX 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)
+4.65%
Peer Avg (YTD)
+3.39%
vs Peers
+1.27%

HBLVX Mutual Fund Performance

HBLVX performance across multiple time periods: 1-month 0.93%, YTD 4.65%, 1-year 10.37%, 3-year 8.67%, 5-year 4.61%, 10-year 6.51%.

HBLVX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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