HIBSX Mutual Fund

NAV$100.23
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Returns Overview

1 Month
+0.89%
3 Months
+9.11%
6 Months
+3.40%
YTD
+3.37%
1 Year
+21.31%
3 Years (annualized)
+12.24%
5 Years (annualized)
+9.15%
10 Years (annualized)
+11.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIBSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+3.37%
Peer Avg (YTD)
+9.51%
vs Peers
-6.14%

HIBSX Mutual Fund Performance

HIBSX performance across multiple time periods: 1-month 0.89%, YTD 3.37%, 1-year 21.31%, 3-year 12.24%, 5-year 9.15%, 10-year 11.80%.

HIBSX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

HIBSX performance comparison shows side-by-side returns with another fund. HIBSX alternatives are available in the Mutual Fund Screener.