HMKFX Mutual Fund

HMKFX Mutual Fund

NAV$9.53
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Returns Overview

1 Month
-4.15%
3 Months
-5.70%
6 Months
-3.59%
YTD
-3.65%
1 Year
-2.08%
3 Years (annualized)
+4.02%
5 Years (annualized)
+0.54%
10 Years (annualized)
+2.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMKFX 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 index(BBGMBI)
This Mutual Fund (YTD)
-3.65%
Peer Avg (YTD)
-3.84%
vs Peers
+0.19%

HMKFX Mutual Fund Performance

HMKFX performance across multiple time periods: 1-month -4.15%, YTD -3.65%, 1-year -2.08%, 3-year 4.02%, 5-year 0.54%, 10-year 2.12%.

HMKFX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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