HBARX Mutual Fund

HBARX Mutual Fund

NAV$13.97
See how much of HBARX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.98%
3 Months
-1.28%
6 Months
+7.44%
YTD
+5.32%
1 Year
+7.93%
3 Years (annualized)
+13.11%
5 Years (annualized)
+5.54%
10 Years (annualized)
+7.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBARX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.32%
Peer Avg (YTD)
+4.96%
vs Peers
+0.35%

HBARX Mutual Fund Performance

HBARX performance across multiple time periods: 1-month -1.98%, YTD 5.32%, 1-year 7.93%, 3-year 13.11%, 5-year 5.54%, 10-year 7.23%.

HBARX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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