HBLIX Mutual Fund

HBLIX Mutual Fund

NAV$14.68
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Returns Overview

1 Month
-3.46%
3 Months
-1.84%
6 Months
+1.81%
YTD
+1.73%
1 Year
+8.48%
3 Years (annualized)
+9.45%
5 Years (annualized)
+4.43%
10 Years (annualized)
+6.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBLIX 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
JP Morgan Emerging Markets Bond Index Plus
This Mutual Fund (YTD)
+1.73%
Peer Avg (YTD)
+2.46%
vs Peers
-0.73%

HBLIX Mutual Fund Performance

HBLIX performance across multiple time periods: 1-month -3.46%, YTD 1.73%, 1-year 8.48%, 3-year 9.45%, 5-year 4.43%, 10-year 6.37%.

HBLIX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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