HMJIX Mutual Fund

HMJIX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
-1.88%
3 Months
-1.91%
6 Months
-1.03%
YTD
-0.79%
1 Year
-0.19%
3 Years (annualized)
+3.51%
5 Years (annualized)
+1.52%
10 Years (annualized)
+1.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMJIX 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 1-5 Year Short Municipal Bond Index(^BYSMRMBI)
This Mutual Fund (YTD)
-0.79%
Peer Avg (YTD)
-3.84%
vs Peers
+3.05%

HMJIX Mutual Fund Performance

HMJIX performance across multiple time periods: 1-month -1.88%, YTD -0.79%, 1-year -0.19%, 3-year 3.51%, 5-year 1.52%, 10-year 1.79%.

HMJIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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