HYMIX Mutual Fund

HYMIX Mutual Fund

NAV$9.94
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Returns Overview

1 Month
-0.15%
3 Months
-0.43%
6 Months
-0.43%
YTD
+2.27%
1 Year
+7.22%
3 Years (annualized)
+4.13%
5 Years (annualized)
-0.49%
10 Years (annualized)
+2.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HYMIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.27%
Peer Avg (YTD)
+0.15%
vs Peers
+2.12%

HYMIX Mutual Fund Performance

HYMIX performance across multiple time periods: 1-month -0.15%, YTD 2.27%, 1-year 7.22%, 3-year 4.13%, 5-year -0.49%, 10-year 2.49%.

HYMIX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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