HIBIX Mutual Fund

HIBIX Mutual Fund

NAV$10.52
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Returns Overview

1 Month
+0.25%
3 Months
+0.56%
6 Months
+0.83%
YTD
+1.85%
1 Year
+3.40%
3 Years (annualized)
+5.81%
5 Years (annualized)
+3.05%
10 Years (annualized)
+2.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIBIX 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
ICE Bank of America Merrill Lynch 1-5 Year Corporate/Government Index(^IBML5YCG)
This Mutual Fund (YTD)
+1.85%
Peer Avg (YTD)
+0.56%
vs Peers
+1.29%

HIBIX Mutual Fund Performance

HIBIX performance across multiple time periods: 1-month 0.25%, YTD 1.85%, 1-year 3.40%, 3-year 5.81%, 5-year 3.05%, 10-year 2.82%.

HIBIX returns outperform the peer average of 0.56% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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