HBLAX Mutual Fund

HBLAX Mutual Fund

NAV$14.67
See how much of HBLAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.46%
3 Months
-1.90%
6 Months
+1.69%
YTD
+1.55%
1 Year
+8.24%
3 Years (annualized)
+9.17%
5 Years (annualized)
+4.17%
10 Years (annualized)
+6.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBLAX 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
JP Morgan Emerging Markets Bond Index Plus
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+2.46%
vs Peers
-0.90%

HBLAX Mutual Fund Performance

HBLAX performance across multiple time periods: 1-month -3.46%, YTD 1.55%, 1-year 8.24%, 3-year 9.17%, 5-year 4.17%, 10-year 6.11%.

HBLAX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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