Holbrook Income Fund (HOBEX) Alternatives
Holbrook Income Fund (HOBEX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HOBEX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to HOBEX
HOBEX charges 1.60% annually. Among mutual funds in the Short-Term Bond category, these options have the lowest expense ratios among HOBEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | Jun 19, 2015 | HOBEX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | Jun 19, 2015 | HOBEX vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | Feb 23, 2017 | HOBEX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | Aug 7, 2015 | HOBEX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | Mar 1, 1994 | HOBEX vs VBISX |
Best Risk-Adjusted Alternatives to HOBEX
Among mutual funds in the Short-Term Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | Jul 5, 2016 | HOBEX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | Jul 5, 2016 | HOBEX vs DHEAX | |
| T. Rowe Price Short Duration Income Fund | 99 | Dec 7, 2020 | HOBEX vs TSDLX | |
| DFA Short-Duration Real Return Portfolio | 99 | Nov 5, 2013 | HOBEX vs DFAIX | |
| DoubleLine Low Duration Bond Fund | 99 | Sep 30, 2011 | HOBEX vs DBLSX |
Top Performing HOBEX Alternatives (YTD)
HOBEX alternatives from the Short-Term Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 4.77% | Apr 29, 2011 | HOBEX vs GPARX | |
| Destinations Low Duration Fixed Income Fund | 1.24% | Mar 20, 2017 | HOBEX vs DLDFX | |
| DFA Two-Year Fixed Income Portfolio | 0.89% | Jun 6, 1996 | HOBEX vs DFCFX | |
| DFA Short-Duration Real Return Portfolio | 0.86% | Nov 5, 2013 | HOBEX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 0.82% | Jul 5, 2016 | HOBEX vs DHEIX |
Lowest Volatility Alternatives to HOBEX
HOBEX alternatives from the Short-Term Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Term Extended Quality Portfolio | 0.91% | Mar 4, 2009 | HOBEX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.07% | Nov 5, 2013 | HOBEX vs DFAIX | |
| GuidepathConservative Income Fund | 1.14% | Apr 30, 2018 | HOBEX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.15% | Jul 5, 2016 | HOBEX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.19% | Jul 5, 2016 | HOBEX vs DHEAX |
Lowest Drawdown Alternatives to HOBEX
HOBEX alternatives from the Short-Term Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Duration Real Return Portfolio | -0.47% | Nov 5, 2013 | HOBEX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | Jul 5, 2016 | HOBEX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | Jul 5, 2016 | HOBEX vs DHEIX | |
| GuidepathConservative Income Fund | -0.52% | Apr 30, 2018 | HOBEX vs GPICX | |
| Sextant Short Term Bond Fund | -0.60% | Sep 28, 1995 | HOBEX vs STBFX |
Other Mutual Funds from Holbrook Holdings
Most popular Holbrook Holdings mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Holbrook Income Fund Class I | Intermediate Core-Plus Bond | 99 | 0.82% | Jul 6, 2016 | HOBEX vs HOBIX |
Often Compared With HOBEX
What investors most often compare with HOBEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO Income Fund Class I-2 | Total Bond Market | 80 | -1.37% | — | HOBEX vs PONPX | |
| Invesco High Yield Equity Dividend Achievers™ ETF | Mid Cap Value Equities, Dividend | 21 | 6.22% | Dec 9, 2004 | HOBEX vs PEY | |
| Fidelity Flex 500 Index Fund | Large Cap Blend Equities | 42 | -7.27% | Mar 9, 2017 | HOBEX vs FDFIX | |
| iShares Flexible Income Active ETF | Multisector Bonds | 84 | -0.78% | May 19, 2023 | HOBEX vs BINC | |
| PGIM Ultra Short Bond ETF | Ultrashort Bond | 99 | 0.89% | Apr 5, 2018 | HOBEX vs PULS | |
| PIMCO Dividend and Income Fund | Global Allocation | 91 | 2.71% | Dec 13, 2011 | HOBEX vs PQIPX |
Compare HOBEX with Any Fund or Stock
Compare HOBEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.