HDBSX Mutual Fund

HDBSX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
+1.14%
3 Months
-0.97%
6 Months
-1.50%
YTD
-1.06%
1 Year
-0.63%
3 Years (annualized)
+6.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDBSX 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
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📉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)
-1.06%
Peer Avg (YTD)
-0.75%
vs Peers
-0.32%

HDBSX Mutual Fund Performance

HDBSX performance across multiple time periods: 1-month 1.14%, YTD -1.06%, 1-year -0.63%, 3-year 6.74%.

HDBSX returns trail the peer average of -0.75% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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