IYMIX Mutual Fund

IYMIX Mutual Fund

NAV$26.54
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Returns Overview

1 Month
-1.36%
3 Months
-4.60%
6 Months
-1.99%
YTD
-4.36%
1 Year
+0.14%
3 Years (annualized)
+13.91%
5 Years (annualized)
+3.92%
10 Years (annualized)
+18.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYMIX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-4.36%
Peer Avg (YTD)
+8.01%
vs Peers
-12.37%

IYMIX Mutual Fund Performance

IYMIX performance across multiple time periods: 1-month -1.36%, YTD -4.36%, 1-year 0.14%, 3-year 13.91%, 5-year 3.92%, 10-year 18.34%.

IYMIX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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