HBACX Mutual Fund

HBACX Mutual Fund

NAV$14.16
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Returns Overview

1 Month
-1.95%
3 Months
-1.40%
6 Months
+7.25%
YTD
+4.93%
1 Year
+7.47%
3 Years (annualized)
+12.52%
5 Years (annualized)
+5.04%
10 Years (annualized)
+6.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBACX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.93%
Peer Avg (YTD)
+4.96%
vs Peers
-0.04%

HBACX Mutual Fund Performance

HBACX performance across multiple time periods: 1-month -1.95%, YTD 4.93%, 1-year 7.47%, 3-year 12.52%, 5-year 5.04%, 10-year 6.75%.

HBACX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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