HBSGX Mutual Fund

HBSGX Mutual Fund

NAV$24.63
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Returns Overview

1 Month
-7.18%
3 Months
+1.79%
6 Months
+10.96%
YTD
+15.84%
1 Year
+28.05%
3 Years (annualized)
+12.22%
5 Years (annualized)
+2.94%
10 Years (annualized)
+9.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBSGX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+15.84%
Peer Avg (YTD)
+15.31%
vs Peers
+0.53%

HBSGX Mutual Fund Performance

HBSGX performance across multiple time periods: 1-month -7.18%, YTD 15.84%, 1-year 28.05%, 3-year 12.22%, 5-year 2.94%, 10-year 9.43%.

HBSGX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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