HMJIX Mutual Fund

HMJIX Mutual Fund

NAV$9.94
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Returns Overview

1 Month
-0.38%
3 Months
+0.08%
6 Months
+0.09%
YTD
+0.77%
1 Year
+2.34%
3 Years (annualized)
+3.34%
5 Years (annualized)
+1.41%
10 Years (annualized)
+1.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMJIX 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)
+0.77%
Peer Avg (YTD)
+0.23%
vs Peers
+0.54%

HMJIX Mutual Fund Performance

HMJIX performance across multiple time periods: 1-month -0.38%, YTD 0.77%, 1-year 2.34%, 3-year 3.34%, 5-year 1.41%, 10-year 1.77%.

HMJIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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