HBSGX Mutual Fund

HBSGX Mutual Fund

NAV$23.17
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Returns Overview

1 Month
-5.45%
3 Months
-10.76%
6 Months
+13.08%
YTD
+9.72%
1 Year
+14.73%
3 Years (annualized)
+21.35%
5 Years (annualized)
+10.11%
10 Years (annualized)
+17.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBSGX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+9.72%
Peer Avg (YTD)
+10.34%
vs Peers
-0.63%

HBSGX Mutual Fund Performance

HBSGX performance across multiple time periods: 1-month -5.45%, YTD 9.72%, 1-year 14.73%, 3-year 21.35%, 5-year 10.11%, 10-year 17.34%.

HBSGX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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