HHMIX Mutual Fund

HHMIX Mutual Fund

NAV$8.00
See how much of HHMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.58%
3 Months
-4.85%
6 Months
-2.98%
YTD
-3.07%
1 Year
-1.79%
3 Years (annualized)
+4.06%
5 Years (annualized)
+0.87%
10 Years (annualized)
+2.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HHMIX 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 1-15 Year Blend 1-17 Index(^BMB1-15YNYBI)
This Mutual Fund (YTD)
-3.07%
Peer Avg (YTD)
-3.84%
vs Peers
+0.77%

HHMIX Mutual Fund Performance

HHMIX performance across multiple time periods: 1-month -3.58%, YTD -3.07%, 1-year -1.79%, 3-year 4.06%, 5-year 0.87%, 10-year 2.17%.

HHMIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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