HMJFX Mutual Fund

HMJFX Mutual Fund

NAV$9.92
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Returns Overview

1 Month
+1.64%
3 Months
+0.09%
6 Months
+0.29%
YTD
+0.90%
1 Year
+1.51%
3 Years (annualized)
+3.78%
5 Years (annualized)
+1.63%
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)
+0.90%
Peer Avg (YTD)
-0.87%
vs Peers
+1.77%

HMJFX Mutual Fund Performance

HMJFX performance across multiple time periods: 1-month 1.64%, YTD 0.90%, 1-year 1.51%, 3-year 3.78%, 5-year 1.63%, 10-year 1.76%.

HMJFX returns outperform the peer average of -0.87% 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.