HDBIX Mutual Fund

HDBIX Mutual Fund

NAV$10.01
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Returns Overview

1 Month
-1.04%
3 Months
-0.46%
6 Months
-0.39%
YTD
-0.05%
1 Year
+2.40%
3 Years (annualized)
+5.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDBIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.05%
Peer Avg (YTD)
-0.32%
vs Peers
+0.27%

HDBIX Mutual Fund Performance

HDBIX performance across multiple time periods: 1-month -1.04%, YTD -0.05%, 1-year 2.40%, 3-year 5.91%.

HDBIX returns outperform the peer average of -0.32% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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