HMKAX Mutual Fund

HMKAX Mutual Fund

NAV$9.52
See how much of HMKAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.04%
3 Months
-1.02%
6 Months
-1.74%
YTD
+0.33%
1 Year
+4.12%
3 Years (annualized)
+3.70%
5 Years (annualized)
+0.24%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMKAX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.33%
Peer Avg (YTD)
+0.15%
vs Peers
+0.18%

HMKAX Mutual Fund Performance

HMKAX performance across multiple time periods: 1-month -0.04%, YTD 0.33%, 1-year 4.12%, 3-year 3.70%, 5-year 0.24%, 10-year 1.88%.

HMKAX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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