HIBCX Mutual Fund

HIBCX Mutual Fund

NAV$53.31
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Returns Overview

1 Month
-0.36%
3 Months
+1.43%
6 Months
+15.50%
YTD
+8.52%
1 Year
+12.79%
3 Years (annualized)
+20.73%
5 Years (annualized)
+11.03%
10 Years (annualized)
+13.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIBCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.52%
Peer Avg (YTD)
+9.98%
vs Peers
-1.46%

HIBCX Mutual Fund Performance

HIBCX performance across multiple time periods: 1-month -0.36%, YTD 8.52%, 1-year 12.79%, 3-year 20.73%, 5-year 11.03%, 10-year 13.48%.

HIBCX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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