HUBBX Mutual Fund

HUBBX Mutual Fund

NAV$10.05
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Returns Overview

1 Month
+0.27%
3 Months
+0.65%
6 Months
-3.27%
YTD
+1.63%
1 Year
+3.02%
3 Years (annualized)
+2.85%
5 Years (annualized)
+2.09%
10 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HUBBX 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)
+1.63%
Peer Avg (YTD)
+2.15%
vs Peers
-0.52%

HUBBX Mutual Fund Performance

HUBBX performance across multiple time periods: 1-month 0.27%, YTD 1.63%, 1-year 3.02%, 3-year 2.85%, 5-year 2.09%, 10-year 1.62%.

HUBBX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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