HBLTX Mutual Fund

HBLTX Mutual Fund

NAV$14.79
See how much of HBLTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.44%
3 Months
-1.83%
6 Months
+1.79%
YTD
+1.78%
1 Year
+8.47%
3 Years (annualized)
+11.74%
5 Years (annualized)
+5.66%
10 Years (annualized)
+7.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBLTX 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)
+1.78%
Peer Avg (YTD)
+2.46%
vs Peers
-0.68%

HBLTX Mutual Fund Performance

HBLTX performance across multiple time periods: 1-month -3.44%, YTD 1.78%, 1-year 8.47%, 3-year 11.74%, 5-year 5.66%, 10-year 7.06%.

HBLTX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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