IYMIX Mutual Fund

NAV$28.67

Returns Overview

1 Month
+2.18%
3 Months
+13.01%
6 Months
+5.11%
YTD
+4.65%
1 Year
+4.30%
3 Years (annualized)
+7.36%
5 Years (annualized)
+5.29%
10 Years (annualized)
+15.69%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+4.65%
Peer Avg (YTD)
+10.82%
vs Peers
-6.16%

IYMIX Mutual Fund Performance

IYMIX performance across multiple time periods: 1-month 2.18%, YTD 4.65%, 1-year 4.30%, 3-year 7.36%, 5-year 5.29%, 10-year 15.69%.

IYMIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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