HBLFX Mutual Fund

HBLFX Mutual Fund

NAV$14.69
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Returns Overview

1 Month
-3.44%
3 Months
-1.81%
6 Months
+1.86%
YTD
+1.80%
1 Year
+8.57%
3 Years (annualized)
+11.88%
5 Years (annualized)
+5.78%
10 Years (annualized)
+6.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBLFX 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
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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)
+1.80%
Peer Avg (YTD)
+2.46%
vs Peers
-0.66%

HBLFX Mutual Fund Performance

HBLFX performance across multiple time periods: 1-month -3.44%, YTD 1.80%, 1-year 8.57%, 3-year 11.88%, 5-year 5.78%, 10-year 6.50%.

HBLFX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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