HOBEX Mutual Fund

HOBEX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
+0.08%
3 Months
+0.69%
6 Months
+1.92%
YTD
+2.49%
1 Year
+4.91%
3 Years (annualized)
+5.98%
5 Years (annualized)
+3.51%
10 Years (annualized)
+4.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOBEX 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)
+2.49%
Peer Avg (YTD)
+0.12%
vs Peers
+2.37%

HOBEX Mutual Fund Performance

HOBEX performance across multiple time periods: 1-month 0.08%, YTD 2.49%, 1-year 4.91%, 3-year 5.98%, 5-year 3.51%, 10-year 4.07%.

HOBEX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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