HMJAX Mutual Fund

HMJAX Mutual Fund

NAV$10.00
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Returns Overview

1 Month
-0.39%
3 Months
+0.12%
6 Months
-0.05%
YTD
+0.62%
1 Year
+2.07%
3 Years (annualized)
+3.06%
5 Years (annualized)
+1.15%
10 Years (annualized)
+1.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMJAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-5 Year Short Municipal Bond Index(^BYSMRMBI)
This Mutual Fund (YTD)
+0.62%
Peer Avg (YTD)
+0.23%
vs Peers
+0.39%

HMJAX Mutual Fund Performance

HMJAX performance across multiple time periods: 1-month -0.39%, YTD 0.62%, 1-year 2.07%, 3-year 3.06%, 5-year 1.15%, 10-year 1.48%.

HMJAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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