HOBEX Mutual Fund

HOBEX Mutual Fund

NAV$9.68
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Returns Overview

1 Month
+0.42%
3 Months
+0.70%
6 Months
+1.40%
YTD
+3.20%
1 Year
+3.88%
3 Years (annualized)
+5.79%
5 Years (annualized)
+3.50%
10 Years (annualized)
+4.11%

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)
+3.20%
Peer Avg (YTD)
+2.28%
vs Peers
+0.92%

HOBEX Mutual Fund Performance

HOBEX performance across multiple time periods: 1-month 0.42%, YTD 3.20%, 1-year 3.88%, 3-year 5.79%, 5-year 3.50%, 10-year 4.11%.

HOBEX returns outperform the peer average of 2.28% 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.