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HULYX: HAWAIIAN TAX-FREE TRUST HAWAIIAN TAX-FREE TRUST CLASS Y (MUTUAL FUND)
Basic Info 10.63 0.01(0.09%) June 05
| Asset Class: | Muni Single State Interm |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 04/25/1996 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 2.98% |
| Expenses | 1.67% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/25/1996 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 0.9 | 5.7 | 2.8 | 0.5 | 1.2 | 1.9 | 2.4 | 3.3 | 4.0 | 1.2 | 3.4 | -6.5 | 0.1 | 3.5 | 4.8 | 0.8 | 2.4 | -0.2 | 2.2 | 5.6 | -2.3 | 4.4 | 7.5 | 1.7 | 7.5 | 1.4 | 3.2 | 3.9 | 2.0 | 2.9 | 4.9 | 8.7 | 4.7 | 10.0 | -2.5 | 6.0 | 9.0 | 6.7 |
| Sharpe Ratio | NA | -0.19 | 1.32 | -0.06 | -0.69 | -0.15 | NA | NA | 0.62 | 0.31 | -0.96 | -0.09 | -2.63 | 0.03 | 0.56 | 2.38 | -0.43 | 1.03 | -0.2 | 1.34 | 3.48 | -0.98 | 2.19 | 3.39 | 0.82 | 2.98 | 0.09 | 0.03 | 0.21 | -0.1 | 0.62 | 1.48 | 2.8 | 0.87 | 2.2 | -2.32 | 0.93 | 1.69 | 1.51 |
| Draw Down(%) | NA | 2.4 | 2.4 | 5.4 | 10.5 | 10.5 | NA | NA | 10.5 | 3.7 | 2.0 | 6.1 | 10.0 | 1.5 | 8.6 | 1.3 | 1.6 | 2.0 | 4.4 | 2.1 | 1.0 | 5.2 | 1.8 | 1.6 | 3.1 | 1.4 | 7.5 | 1.7 | 1.2 | 1.9 | 4.3 | 4.0 | 2.8 | 3.2 | 3.2 | 4.6 | 2.0 | 2.2 | 1.8 |
| Standard Deviation(%) | NA | 2.7 | 2.3 | 3.1 | 2.9 | 2.9 | NA | NA | 2.7 | 3.6 | 2.5 | 3.2 | 3.0 | 1.3 | 5.8 | 1.4 | 1.4 | 1.7 | 2.0 | 1.7 | 1.6 | 2.4 | 2.0 | 2.2 | 1.9 | 2.5 | 4.6 | 2.3 | 2.1 | 2.1 | 3.1 | 2.9 | 2.7 | 2.6 | 2.6 | 2.5 | 2.7 | 3.1 | 4.2 |
| Treynor Ratio | NA | -0.01 | 0.03 | 0.0 | -0.02 | -0.01 | NA | NA | 0.02 | 0.01 | -0.03 | 0.0 | -0.1 | 0.0 | 0.04 | 0.05 | -0.01 | 0.02 | -0.01 | 0.03 | 0.07 | -0.03 | 0.05 | 0.09 | 0.02 | 0.11 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.05 | 0.09 | 0.03 | 0.05 | -0.07 | 0.03 | 0.11 | 0.08 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 |
| Beta | NA | 0.92 | 0.93 | 0.89 | 0.87 | 0.83 | NA | NA | 0.82 | 0.9 | 0.84 | 0.91 | 0.8 | 0.77 | 0.82 | 0.71 | 0.73 | 0.69 | 0.72 | 0.79 | 0.79 | 0.78 | 0.89 | 0.84 | 0.66 | 0.66 | 0.84 | 0.91 | 0.84 | 0.85 | 0.81 | 0.86 | 0.81 | 0.89 | 1.05 | 0.86 | 0.88 | 0.5 | 0.83 |
| RSquared | NA | 0.88 | 0.84 | 0.91 | 0.91 | 0.92 | NA | NA | 0.79 | 0.94 | 0.9 | 0.89 | 0.93 | 0.75 | 0.98 | 0.74 | 0.79 | 0.75 | 0.83 | 0.81 | 0.78 | 0.9 | 0.81 | 0.82 | 0.83 | 0.69 | 0.88 | 0.82 | 0.75 | 0.85 | 0.88 | 0.8 | 0.78 | 0.74 | 0.77 | 0.61 | 0.64 | 0.15 | 0.43 |
| Yield(%) | N/A | 1.0 | 2.7 | 2.4 | 2.0 | 2.0 | 2.3 | 2.7 | N/A | 2.8 | 2.2 | 2.1 | 1.6 | 1.7 | 1.9 | 2.2 | 2.2 | 1.8 | 2.2 | 2.5 | 2.9 | 2.7 | 2.9 | 3.4 | 3.1 | 3.7 | 4.1 | 4.3 | 4.3 | 4.1 | 3.8 | 4.2 | 4.5 | 4.8 | 5.3 | 5.5 | 5.5 | 6.3 | 4.9 |
| Dividend Growth(%) | N/A | -63.9 | 12.9 | 28.3 | 0.3 | -38.7 | -50.6 | N/A | N/A | 22.7 | 8.5 | 17.0 | -5.1 | -10.5 | -8.7 | -2.6 | 20.1 | -19.2 | -10.8 | -11.7 | -0.3 | -2.7 | -11.2 | 7.4 | -12.1 | -13.5 | -5.7 | -0.6 | 3.4 | 5.3 | -7.4 | -3.0 | -7.9 | -4.4 | -11.8 | 0.9 | -11.2 | 29.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/25/1996
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