HOBIX Mutual Fund

HOBIX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
+0.12%
3 Months
+0.92%
6 Months
+2.16%
YTD
+2.77%
1 Year
+5.54%
3 Years (annualized)
+6.87%
5 Years (annualized)
+4.54%
10 Years (annualized)
+5.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOBIX 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)
+2.77%
Peer Avg (YTD)
+0.12%
vs Peers
+2.65%

HOBIX Mutual Fund Performance

HOBIX performance across multiple time periods: 1-month 0.12%, YTD 2.77%, 1-year 5.54%, 3-year 6.87%, 5-year 4.54%, 10-year 5.09%.

HOBIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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