HIBSX Mutual Fund

HIBSX Mutual Fund

NAV$85.79
See how much of HIBSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.82%
3 Months
-0.56%
6 Months
+8.50%
YTD
+2.78%
1 Year
+5.81%
3 Years (annualized)
+13.59%
5 Years (annualized)
+8.56%
10 Years (annualized)
+11.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIBSX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+2.78%
Peer Avg (YTD)
+9.98%
vs Peers
-7.20%

HIBSX Mutual Fund Performance

HIBSX performance across multiple time periods: 1-month -2.82%, YTD 2.78%, 1-year 5.81%, 3-year 13.59%, 5-year 8.56%, 10-year 11.83%.

HIBSX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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