HOBIX Mutual Fund

HOBIX Mutual Fund

NAV$9.65
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Returns Overview

1 Month
+0.48%
3 Months
+0.92%
6 Months
+2.23%
YTD
+3.27%
1 Year
+5.21%
3 Years (annualized)
+6.63%
5 Years (annualized)
+4.34%
10 Years (annualized)
+4.35%

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)
+3.27%
Peer Avg (YTD)
+2.15%
vs Peers
+1.12%

HOBIX Mutual Fund Performance

HOBIX performance across multiple time periods: 1-month 0.48%, YTD 3.27%, 1-year 5.21%, 3-year 6.63%, 5-year 4.34%, 10-year 4.35%.

HOBIX returns outperform the peer average of 2.15% 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.