HOIBX Mutual Fund

HOIBX Mutual Fund

NAV$4.39
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Returns Overview

1 Month
-2.56%
3 Months
-3.63%
6 Months
-3.16%
YTD
-2.93%
1 Year
-2.27%
3 Years (annualized)
+3.90%
5 Years (annualized)
-0.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOIBX 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 Index
This Mutual Fund (YTD)
-2.93%
Peer Avg (YTD)
+0.50%
vs Peers
-3.43%

HOIBX Mutual Fund Performance

HOIBX performance across multiple time periods: 1-month -2.56%, YTD -2.93%, 1-year -2.27%, 3-year 3.90%, 5-year -0.38%.

HOIBX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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