HBSGX Mutual Fund

HBSGX Mutual Fund

NAV$23.61
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Returns Overview

1 Month
+1.69%
3 Months
-1.41%
6 Months
+11.75%
YTD
+17.80%
1 Year
+25.42%
3 Years (annualized)
+21.35%
5 Years (annualized)
+10.11%
10 Years (annualized)
+17.34%

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)
+17.80%
Peer Avg (YTD)
+15.20%
vs Peers
+2.60%

HBSGX Mutual Fund Performance

HBSGX performance across multiple time periods: 1-month 1.69%, YTD 17.80%, 1-year 25.42%, 3-year 21.35%, 5-year 10.11%, 10-year 17.34%.

HBSGX returns outperform the peer average of 15.20% 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.