HBFBX Mutual Fund

HBFBX Mutual Fund

NAV$13.55
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Returns Overview

1 Month
-1.92%
3 Months
+1.16%
6 Months
+3.90%
YTD
+7.78%
1 Year
+11.66%
3 Years (annualized)
+8.93%
5 Years (annualized)
+5.45%
10 Years (annualized)
+5.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBFBX 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
DJIA/Treasury Index
This Mutual Fund (YTD)
+7.78%
Peer Avg (YTD)
+4.96%
vs Peers
+2.82%

HBFBX Mutual Fund Performance

HBFBX performance across multiple time periods: 1-month -1.92%, YTD 7.78%, 1-year 11.66%, 3-year 8.93%, 5-year 5.45%, 10-year 5.17%.

HBFBX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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