HMJAX Mutual Fund

HMJAX Mutual Fund

NAV$10.02
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Returns Overview

1 Month
+0.32%
3 Months
+0.83%
6 Months
+1.02%
YTD
+1.02%
1 Year
+3.18%
3 Years (annualized)
+3.30%
5 Years (annualized)
+1.32%
10 Years (annualized)
+1.60%

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
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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 1-5 Year Short Municipal Bond Index(^BYSMRMBI)
This Mutual Fund (YTD)
+1.02%
Peer Avg (YTD)
+1.79%
vs Peers
-0.77%

HMJAX Mutual Fund Performance

HMJAX performance across multiple time periods: 1-month 0.32%, YTD 1.02%, 1-year 3.18%, 3-year 3.30%, 5-year 1.32%, 10-year 1.60%.

HMJAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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