IYBIX Mutual Fund

IYBIX Mutual Fund

NAV$26.73
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Returns Overview

1 Month
+0.67%
3 Months
+0.40%
6 Months
+6.00%
YTD
+6.66%
1 Year
+10.60%
3 Years (annualized)
+13.83%
5 Years (annualized)
+6.99%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYBIX 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)
+6.66%
Peer Avg (YTD)
+6.28%
vs Peers
+0.38%

IYBIX Mutual Fund Performance

IYBIX performance across multiple time periods: 1-month 0.67%, YTD 6.66%, 1-year 10.60%, 3-year 13.83%, 5-year 6.99%, 10-year 9.15%.

IYBIX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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