HYMAX Mutual Fund

HYMAX Mutual Fund

NAV$10.34
See how much of HYMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.71%
3 Months
-2.27%
6 Months
-2.12%
YTD
-1.23%
1 Year
-1.29%
3 Years (annualized)
+4.61%
5 Years (annualized)
-1.38%
10 Years (annualized)
+1.67%

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
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)
-1.23%
Peer Avg (YTD)
-0.87%
vs Peers
-0.36%

HYMAX Mutual Fund Performance

HYMAX performance across multiple time periods: 1-month 2.71%, YTD -1.23%, 1-year -1.29%, 3-year 4.61%, 5-year -1.38%, 10-year 1.67%.

HYMAX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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