HHMAX Mutual Fund

HHMAX Mutual Fund

NAV$7.97
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Returns Overview

1 Month
+0.03%
3 Months
-0.85%
6 Months
-1.68%
YTD
+0.38%
1 Year
+3.55%
3 Years (annualized)
+3.85%
5 Years (annualized)
+0.68%
10 Years (annualized)
+1.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HHMAX 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 Municipal Bond 1-15 Year Blend 1-17 Index(^BMB1-15YNYBI)
This Mutual Fund (YTD)
+0.38%
Peer Avg (YTD)
+0.15%
vs Peers
+0.23%

HHMAX Mutual Fund Performance

HHMAX performance across multiple time periods: 1-month 0.03%, YTD 0.38%, 1-year 3.55%, 3-year 3.85%, 5-year 0.68%, 10-year 1.95%.

HHMAX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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