HDBIX Mutual Fund

HDBIX Mutual Fund

NAV$9.78
See how much of HDBIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.24%
3 Months
-0.98%
6 Months
-1.44%
YTD
-1.03%
1 Year
-0.76%
3 Years (annualized)
+6.61%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
-1.03%
Peer Avg (YTD)
-0.75%
vs Peers
-0.28%

HDBIX Mutual Fund Performance

HDBIX performance across multiple time periods: 1-month 1.24%, YTD -1.03%, 1-year -0.76%, 3-year 6.61%.

HDBIX returns trail the peer average of -0.75% 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.