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HULYX: HAWAIIAN TAX-FREE TRUST HAWAIIAN TAX-FREE TRUST CLASS Y (MUTUAL FUND)
Basic Info 10.28 0(0.0%) July 25
See more info about HULYXAsset Class: | Muni Single State Interm |
MyPlanIQ Rating: | (88%) |
Start Date: | 04/25/1996 |
Last Dividend Date: | 04/30/2025 |
12-Mo. Yield | 1.96% |
Expenses | 1.67% |
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Performance Analytics (As of 07/23/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/25/1996 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 0.1 | -1.5 | -0.6 | 0.5 | -0.7 | 0.9 | 1.6 | 2.1 | 3.2 |
Sharpe Ratio ? | NA | -1.3 | -0.99 | -0.87 | -0.99 | -0.18 | NA | NA | 0.57 |
Draw Down(%) ? | NA | 3.7 | 4.0 | 6.1 | 10.5 | 10.5 | NA | NA | 10.5 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/25/1996
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