HHMIX Mutual Fund

HHMIX Mutual Fund

NAV$7.97
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Returns Overview

1 Month
+0.05%
3 Months
-0.80%
6 Months
-1.69%
YTD
+0.52%
1 Year
+3.76%
3 Years (annualized)
+4.06%
5 Years (annualized)
+0.87%
10 Years (annualized)
+2.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HHMIX 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)
+0.52%
Peer Avg (YTD)
+0.15%
vs Peers
+0.37%

HHMIX Mutual Fund Performance

HHMIX performance across multiple time periods: 1-month 0.05%, YTD 0.52%, 1-year 3.76%, 3-year 4.06%, 5-year 0.87%, 10-year 2.17%.

HHMIX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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