HIBCX Mutual Fund

HIBCX Mutual Fund

NAV$51.64
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Returns Overview

3 Months
+2.43%
6 Months
+4.98%
YTD
+8.52%
1 Year
+9.93%
3 Years (annualized)
+23.43%
5 Years (annualized)
+10.93%
10 Years (annualized)
+13.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIBCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.52%
Peer Avg (YTD)
+9.28%
vs Peers
-0.76%

HIBCX Mutual Fund Performance

HIBCX performance across multiple time periods: YTD 8.52%, 1-year 9.93%, 3-year 23.43%, 5-year 10.93%, 10-year 13.61%.

HIBCX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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