HMJFX Mutual Fund

HMJFX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
+0.35%
3 Months
+0.33%
6 Months
-0.18%
YTD
+1.16%
1 Year
+2.14%
3 Years (annualized)
+3.59%
5 Years (annualized)
+1.57%
10 Years (annualized)
+1.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMJFX 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)
+1.16%
Peer Avg (YTD)
+0.15%
vs Peers
+1.01%

HMJFX Mutual Fund Performance

HMJFX performance across multiple time periods: 1-month 0.35%, YTD 1.16%, 1-year 2.14%, 3-year 3.59%, 5-year 1.57%, 10-year 1.76%.

HMJFX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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