HOBEX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to HOBEX

HOBEX charges 1.60% annually. There are 127 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	HOBEX vs VIITX
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	HOBEX vs VISTX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	HOBEX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	—	Aug 2015	HOBEX vs TNSHX
VBISX	Vanguard Short-Term Bond Index Fund	0.15%	—	Mar 1994	HOBEX vs VBISX

Best Risk-Adjusted Alternatives to HOBEX

HOBEX has a PortfoliosLab risk / return rank of 96. There are 6 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	HOBEX vs DHEIX
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	HOBEX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	99	—	Nov 2013	HOBEX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	HOBEX vs DHEAX
DBLSX	DoubleLine Low Duration Bond Fund	97	—	Sep 2011	HOBEX vs DBLSX

Top Performing HOBEX Alternatives (YTD)

HOBEX is at 2.12% YTD. There are 3 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	10.27%	—	Apr 2011	HOBEX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.89%	—	Jul 2005	HOBEX vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.57%	—	Nov 2013	HOBEX vs DFAIX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	1.87%	—	Sep 2015	HOBEX vs BATAX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	1.86%	—	Nov 2003	HOBEX vs SNSAX

Lowest Volatility Alternatives to HOBEX

HOBEX has 2.06% 1-year volatility. There are 73 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	0.83%	—	Apr 2018	HOBEX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.05%	—	Jul 2016	HOBEX vs DHEIX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.07%	—	Mar 2009	HOBEX vs DFEQX
DFAIX	DFA Short-Duration Real Return Portfolio	1.10%	—	Nov 2013	HOBEX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.11%	—	Jul 2016	HOBEX vs DHEAX

Lowest Drawdown Alternatives to HOBEX

HOBEX has a 1-year max drawdown of -0.61%. There are 4 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	HOBEX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	HOBEX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	HOBEX vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	HOBEX vs DHEIX
DLDFX	Destinations Low Duration Fixed Income Fund	-0.64%	—	Mar 2017	HOBEX vs DLDFX

Other Mutual Funds from Holbrook Holdings

The 1 most viewed Holbrook Holdings mutual funds shown here include HOBIX and span 1 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HOBIX	Holbrook Income Fund Class I	Intermediate Core-Plus Bond	98	2.43%	—	Jul 2016	HOBEX vs HOBIX

Often Compared With HOBEX

Investors most often compare HOBEX with PONPX, PEY, FDFIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PONPX	PIMCO Income Fund Class I-2	Total Bond Market	44	0.96%	—	—	HOBEX vs PONPX
PEY	Invesco High Yield Equity Dividend Achievers™ ETF	Mid Cap Value Equities, Dividend	31	11.81%	1.06B	Dec 2004	HOBEX vs PEY
FDFIX	Fidelity Flex 500 Index Fund	Large Cap Blend Equities	70	11.53%	—	Mar 2017	HOBEX vs FDFIX
BINC	iShares Flexible Income Active ETF	Multisector Bonds	67	0.90%	16.84B	May 2023	HOBEX vs BINC
PULS	PGIM Ultra Short Bond ETF	Ultrashort Bond	100	1.73%	16.31B	Apr 2018	HOBEX vs PULS
PQIPX	PIMCO Dividend and Income Fund	Global Allocation	86	8.18%	—	Dec 2011	HOBEX vs PQIPX
VWINX	Vanguard Wellesley Income Fund Investor Shares	Diversified Portfolio	57	3.55%	48.20B	Jul 1970	HOBEX vs VWINX
APIMX	Yorktown Short Term Bond Fund	Short-Term Bond	59	0.52%	—	Jul 1997	HOBEX vs APIMX
CMFIX	CM Advisors Fixed Income Fund	Short-Term Bond	71	0.90%	—	Mar 2006	HOBEX vs CMFIX
DFCFX	DFA Two-Year Fixed Income Portfolio	Short-Term Bond	66	1.52%	—	Jun 1996	HOBEX vs DFCFX
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	—	—	—	Sep 1995	HOBEX vs STBFX
LALDX	Lord Abbett Short Duration Income Fund	Short-Term Bond	67	0.96%	—	Nov 1993	HOBEX vs LALDX
DLSNX	DoubleLine Low Duration Bond Fund Class N	Short-Term Bond	97	0.96%	—	Sep 2011	HOBEX vs DLSNX
TSDLX	T. Rowe Price Short Duration Income Fund	Short-Term Bond	96	0.90%	—	Dec 2020	HOBEX vs TSDLX
IIXIX	Catalyst Insider Income Fund	Short-Term Bond	82	1.16%	—	Jul 2014	HOBEX vs IIXIX
GLDYX	GuideStone Funds Low-Duration Bond Fund	Short-Term Bond	89	0.65%	—	Aug 2001	HOBEX vs GLDYX
PTLDX	PIMCO Low Duration Fund	Short-Term Bond	49	0.40%	—	May 1987	HOBEX vs PTLDX
FCFAX	Frost Credit Fund	Short-Term Bond	63	1.47%	—	Dec 2012	HOBEX vs FCFAX
ASHAX	Virtus Newfleet Short Duration High Income Fund Cl...	Short-Term Bond	79	1.65%	—	Feb 2017	HOBEX vs ASHAX
NARAX	Virtus Newfleet Multi-Sector Short Term Bond Fund	Short-Term Bond	75	1.36%	—	Jul 1992	HOBEX vs NARAX

Compare HOBEX with Any Fund or Stock

Compare HOBEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair HOBEX with funds that move differently

Holbrook Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HOBEX.

Explore HOBEX Diversifiers

Holbrook Income Fund (HOBEX) Alternatives