IYMIX Mutual Fund

IYMIX Mutual Fund

NAV$27.57
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Returns Overview

1 Month
-4.20%
3 Months
+2.74%
6 Months
-1.23%
YTD
+0.26%
1 Year
-3.59%
3 Years (annualized)
+1.30%
5 Years (annualized)
-2.40%
10 Years (annualized)
+10.29%

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
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📉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)
+0.26%
Peer Avg (YTD)
+9.54%
vs Peers
-9.28%

IYMIX Mutual Fund Performance

IYMIX performance across multiple time periods: 1-month -4.20%, YTD 0.26%, 1-year -3.59%, 3-year 1.30%, 5-year -2.40%, 10-year 10.29%.

IYMIX returns trail the peer average of 9.54% 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.