HIBIX Mutual Fund

HIBIX Mutual Fund

NAV$10.67
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Returns Overview

1 Month
+0.03%
3 Months
+0.59%
6 Months
+1.12%
YTD
+1.59%
1 Year
+4.15%
3 Years (annualized)
+5.83%
5 Years (annualized)
+3.00%
10 Years (annualized)
+2.79%

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)
+1.59%
Peer Avg (YTD)
+1.04%
vs Peers
+0.55%

HIBIX Mutual Fund Performance

HIBIX performance across multiple time periods: 1-month 0.03%, YTD 1.59%, 1-year 4.15%, 3-year 5.83%, 5-year 3.00%, 10-year 2.79%.

HIBIX returns outperform the peer average of 1.04% 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.