HDBAX Mutual Fund

HDBAX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
-2.36%
3 Months
-3.17%
6 Months
-1.84%
YTD
-2.40%
1 Year
-1.91%
3 Years (annualized)
+5.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDBAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.40%
Peer Avg (YTD)
-1.65%
vs Peers
-0.74%

HDBAX Mutual Fund Performance

HDBAX performance across multiple time periods: 1-month -2.36%, YTD -2.40%, 1-year -1.91%, 3-year 5.87%.

HDBAX returns trail the peer average of -1.65% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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