HBATX Mutual Fund

HBATX Mutual Fund

NAV$14.35
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Returns Overview

1 Month
-1.93%
3 Months
-1.11%
6 Months
+7.80%
YTD
+5.79%
1 Year
+8.64%
3 Years (annualized)
+13.78%
5 Years (annualized)
+6.19%
10 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBATX 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)
+5.79%
Peer Avg (YTD)
+4.96%
vs Peers
+0.83%

HBATX Mutual Fund Performance

HBATX performance across multiple time periods: 1-month -1.93%, YTD 5.79%, 1-year 8.64%, 3-year 13.78%, 5-year 6.19%, 10-year 7.88%.

HBATX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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