HIBSX Mutual Fund

HIBSX Mutual Fund

NAV$85.97
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Returns Overview

1 Month
+1.21%
3 Months
+4.51%
6 Months
+3.72%
YTD
+4.62%
1 Year
+10.56%
3 Years (annualized)
+8.07%
5 Years (annualized)
+6.13%
10 Years (annualized)
+10.41%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+4.62%
Peer Avg (YTD)
+9.41%
vs Peers
-4.79%

HIBSX Mutual Fund Performance

HIBSX performance across multiple time periods: 1-month 1.21%, YTD 4.62%, 1-year 10.56%, 3-year 8.07%, 5-year 6.13%, 10-year 10.41%.

HIBSX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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