HBLVX Mutual Fund

HBLVX Mutual Fund

NAV$15.24
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Returns Overview

1 Month
+3.74%
3 Months
+0.96%
6 Months
+2.90%
YTD
+5.65%
1 Year
+8.20%
3 Years (annualized)
+11.66%
5 Years (annualized)
+4.56%
10 Years (annualized)
+7.31%

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)
+5.65%
Peer Avg (YTD)
+3.02%
vs Peers
+2.64%

HBLVX Mutual Fund Performance

HBLVX performance across multiple time periods: 1-month 3.74%, YTD 5.65%, 1-year 8.20%, 3-year 11.66%, 5-year 4.56%, 10-year 7.31%.

HBLVX returns outperform the peer average of 3.02% 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.