IYBFX Mutual Fund

IYBFX Mutual Fund

NAV$27.29
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Returns Overview

1 Month
-0.96%
3 Months
+1.72%
6 Months
+4.83%
YTD
+5.65%
1 Year
+10.50%
3 Years (annualized)
+12.50%
5 Years (annualized)
+6.54%
10 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYBFX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.65%
Peer Avg (YTD)
+5.54%
vs Peers
+0.11%

IYBFX Mutual Fund Performance

IYBFX performance across multiple time periods: 1-month -0.96%, YTD 5.65%, 1-year 10.50%, 3-year 12.50%, 5-year 6.54%, 10-year 8.52%.

IYBFX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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