# Hawaiian Tax-Free Trust Y (HULYX)

> Source: Nexqual · https://nexqual.com/HULYX · data as of 2026-10-24 00:02 UTC · cite as "Nexqual, Hawaiian Tax-Free Trust Y (HULYX), nexqual.com/HULYX" · informational, not investment advice.

**Price:** USD 10.28 (+0.29% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 10.25 · day 10.28–10.28 · 52w 9.94–10.76 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y -0.8% vs S&P 500 +13.4%; 5Y +1.1% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -0.8% | +1.1% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -0.8% | +0.2% |
| Volatility (annualized) | 3.4% | 4.2% |
| Max drawdown | -6.4% (Jun 2026→Sep 2026) | -9.9% (Dec 2021→Oct 2022) |

## Peers
HULAX (Hawaiian Tax-Free Trust Class A) USD 10.26 -0.00% · ORTYX (Aquila Tax-Free Trust of Oregon) USD 9.99 +0.00% · BSHIX (Bishop Street Hawaii Municipal ) USD 9.69 +0.00% · UTAYX (Aquila Tax-Free Fund For Utah C) USD 9.42 -0.00% · HULCX (Hawaiian Tax-Free Trust, Class ) USD 10.25 +0.00%

## More
Full page: https://nexqual.com/HULYX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt