HRBDX Mutual Fund

HRBDX Mutual Fund

NAV$9.76
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Returns Overview

1 Month
+2.24%
3 Months
-0.11%
6 Months
-0.73%
YTD
-0.58%
1 Year
-0.38%
3 Years (annualized)
+5.75%
5 Years (annualized)
+0.04%
10 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRBDX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.58%
Peer Avg (YTD)
+2.28%
vs Peers
-2.87%

HRBDX Mutual Fund Performance

HRBDX performance across multiple time periods: 1-month 2.24%, YTD -0.58%, 1-year -0.38%, 3-year 5.75%, 5-year 0.04%, 10-year 1.62%.

HRBDX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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