HIBSX Mutual Fund

HIBSX Mutual Fund

NAV$84.64
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Returns Overview

1 Month
+1.09%
3 Months
+3.23%
6 Months
+3.96%
YTD
+5.76%
1 Year
+8.45%
3 Years (annualized)
+13.59%
5 Years (annualized)
+8.56%
10 Years (annualized)
+11.83%

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)
+5.76%
Peer Avg (YTD)
+11.21%
vs Peers
-5.45%

HIBSX Mutual Fund Performance

HIBSX performance across multiple time periods: 1-month 1.09%, YTD 5.76%, 1-year 8.45%, 3-year 13.59%, 5-year 8.56%, 10-year 11.83%.

HIBSX returns trail the peer average of 11.21% 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.