HYMQX Mutual Fund

HYMQX Mutual Fund

NAV$14.19
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Returns Overview

1 Month
+0.72%
3 Months
+1.87%
6 Months
+1.32%
YTD
+1.32%
1 Year
+3.78%
3 Years (annualized)
+4.07%
5 Years (annualized)
+1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HYMQX 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 1-8 Year Index
This Mutual Fund (YTD)
+1.32%
Peer Avg (YTD)
+1.79%
vs Peers
-0.46%

HYMQX Mutual Fund Performance

HYMQX performance across multiple time periods: 1-month 0.72%, YTD 1.32%, 1-year 3.78%, 3-year 4.07%, 5-year 1.02%.

HYMQX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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