HMJCX Mutual Fund

HMJCX Mutual Fund

NAV$10.03
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Returns Overview

1 Month
-0.46%
3 Months
-0.09%
6 Months
-0.47%
YTD
+0.14%
1 Year
+1.30%
3 Years (annualized)
+2.28%
5 Years (annualized)
+0.41%
10 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMJCX 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
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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)
+0.14%
Peer Avg (YTD)
+0.23%
vs Peers
-0.09%

HMJCX Mutual Fund Performance

HMJCX performance across multiple time periods: 1-month -0.46%, YTD 0.14%, 1-year 1.30%, 3-year 2.28%, 5-year 0.41%, 10-year 0.90%.

HMJCX returns trail the peer average of 0.23% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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