HOBAX Mutual Fund

HOBAX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
+0.46%
3 Months
+0.86%
6 Months
+2.10%
YTD
+3.10%
1 Year
+4.95%
3 Years (annualized)
+6.35%
5 Years (annualized)
+3.80%
10 Years (annualized)
+4.78%

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)
+3.10%
Peer Avg (YTD)
+2.15%
vs Peers
+0.95%

HOBAX Mutual Fund Performance

HOBAX performance across multiple time periods: 1-month 0.46%, YTD 3.10%, 1-year 4.95%, 3-year 6.35%, 5-year 3.80%, 10-year 4.78%.

HOBAX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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