HYMAX Mutual Fund

NAV$10.64
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Returns Overview

1 Month
+1.44%
3 Months
+3.30%
6 Months
+2.85%
YTD
+2.85%
1 Year
+5.63%
3 Years (annualized)
+4.29%
5 Years (annualized)
-0.16%
10 Years (annualized)
+2.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HYMAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.85%
Peer Avg (YTD)
+1.79%
vs Peers
+1.06%

HYMAX Mutual Fund Performance

HYMAX performance across multiple time periods: 1-month 1.44%, YTD 2.85%, 1-year 5.63%, 3-year 4.29%, 5-year -0.16%, 10-year 2.61%.

HYMAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

HYMAX performance comparison shows side-by-side returns with another fund. HYMAX alternatives are available in the Mutual Fund Screener.