HXBZX Mutual Fund

HXBZX Mutual Fund

NAV$10.22
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Returns Overview

1 Month
+0.23%
3 Months
-0.85%
6 Months
+1.16%
YTD
+0.92%
1 Year
+5.67%
3 Years (annualized)
+3.10%
5 Years (annualized)
+0.45%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HXBZX 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 Bofa 1-22 Year US Municipal Securities Index
This Mutual Fund (YTD)
+0.92%
Peer Avg (YTD)
+0.83%
vs Peers
+0.08%

HXBZX Mutual Fund Performance

HXBZX performance across multiple time periods: 1-month 0.23%, YTD 0.92%, 1-year 5.67%, 3-year 3.10%, 5-year 0.45%, 10-year 1.60%.

HXBZX returns outperform the peer average of 0.83% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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