HUBAX Mutual Fund

HUBAX Mutual Fund

NAV$10.04
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Returns Overview

1 Month
+0.26%
3 Months
+0.64%
6 Months
-3.46%
YTD
+1.81%
1 Year
+3.21%
3 Years (annualized)
+3.00%
5 Years (annualized)
+2.29%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HUBAX 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 Short Treasury: 9-12 Months Index
This Mutual Fund (YTD)
+1.81%
Peer Avg (YTD)
+2.15%
vs Peers
-0.34%

HUBAX Mutual Fund Performance

HUBAX performance across multiple time periods: 1-month 0.26%, YTD 1.81%, 1-year 3.21%, 3-year 3.00%, 5-year 2.29%, 10-year 1.85%.

HUBAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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