IYBFX Mutual Fund

IYBFX Mutual Fund

NAV$26.65
See how much of IYBFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.64%
3 Months
-1.35%
6 Months
+0.35%
YTD
+4.23%
1 Year
+4.00%
3 Years (annualized)
+14.90%
5 Years (annualized)
+5.68%
10 Years (annualized)
+8.55%

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
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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.23%
Peer Avg (YTD)
+5.30%
vs Peers
-1.07%

IYBFX Mutual Fund Performance

IYBFX performance across multiple time periods: 1-month -0.64%, YTD 4.23%, 1-year 4.00%, 3-year 14.90%, 5-year 5.68%, 10-year 8.55%.

IYBFX returns trail the peer average of 5.30% 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.