HMKFX Mutual Fund

HMKFX Mutual Fund

NAV$9.92
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Returns Overview

1 Month
-1.60%
3 Months
-0.47%
6 Months
-0.33%
YTD
+0.54%
1 Year
+5.06%
3 Years (annualized)
+3.68%
5 Years (annualized)
+0.46%
10 Years (annualized)
+2.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMKFX 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)
+0.54%
Peer Avg (YTD)
+0.23%
vs Peers
+0.31%

HMKFX Mutual Fund Performance

HMKFX performance across multiple time periods: 1-month -1.60%, YTD 0.54%, 1-year 5.06%, 3-year 3.68%, 5-year 0.46%, 10-year 2.12%.

HMKFX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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