HYMIX Mutual Fund

HYMIX Mutual Fund

NAV$10.54
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Returns Overview

1 Month
-1.72%
3 Months
+0.18%
6 Months
+0.66%
YTD
+2.42%
1 Year
+7.94%
3 Years (annualized)
+3.74%
5 Years (annualized)
+0.01%
10 Years (annualized)
+2.55%

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)
+2.42%
Peer Avg (YTD)
+0.23%
vs Peers
+2.19%

HYMIX Mutual Fund Performance

HYMIX performance across multiple time periods: 1-month -1.72%, YTD 2.42%, 1-year 7.94%, 3-year 3.74%, 5-year 0.01%, 10-year 2.55%.

HYMIX returns outperform the peer average of 0.23% 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.