HBIOX Mutual Fund

HBIOX Mutual Fund

NAV$19.81
See how much of HBIOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.49%
3 Months
-2.40%
6 Months
+9.24%
YTD
+6.68%
1 Year
+13.22%
3 Years (annualized)
+18.59%
5 Years (annualized)
+7.20%
10 Years (annualized)
+8.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBIOX 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)
+6.68%
Peer Avg (YTD)
+9.29%
vs Peers
-2.61%

HBIOX Mutual Fund Performance

HBIOX performance across multiple time periods: 1-month -2.49%, YTD 6.68%, 1-year 13.22%, 3-year 18.59%, 5-year 7.20%, 10-year 8.96%.

HBIOX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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