HOBAX Mutual Fund

HOBAX Mutual Fund

NAV$9.73
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Returns Overview

1 Month
+0.30%
3 Months
+1.16%
6 Months
+2.42%
YTD
+2.53%
1 Year
+5.73%
3 Years (annualized)
+6.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOBAX 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 1-3 Year US Corporate & Government Index(^IBML3YUCG)
This Mutual Fund (YTD)
+2.53%
Peer Avg (YTD)
+3.23%
vs Peers
-0.70%

HOBAX Mutual Fund Performance

HOBAX performance across multiple time periods: 1-month 0.30%, YTD 2.53%, 1-year 5.73%, 3-year 6.83%.

HOBAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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