HBLRX Mutual Fund

HBLRX Mutual Fund

NAV$14.77
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Returns Overview

1 Month
-3.53%
3 Months
-1.98%
6 Months
+1.48%
YTD
+1.25%
1 Year
+7.77%
3 Years (annualized)
+11.16%
5 Years (annualized)
+5.08%
10 Years (annualized)
+6.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBLRX 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)
+1.25%
Peer Avg (YTD)
+2.46%
vs Peers
-1.21%

HBLRX Mutual Fund Performance

HBLRX performance across multiple time periods: 1-month -3.53%, YTD 1.25%, 1-year 7.77%, 3-year 11.16%, 5-year 5.08%, 10-year 6.45%.

HBLRX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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