IYSAX Mutual Fund

IYSAX Mutual Fund

NAV$21.04
See how much of IYSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.79%
3 Months
+5.10%
6 Months
+13.00%
YTD
+16.82%
1 Year
+26.66%
3 Years (annualized)
+14.40%
5 Years (annualized)
+7.97%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYSAX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+16.82%
Peer Avg (YTD)
+9.54%
vs Peers
+7.28%

IYSAX Mutual Fund Performance

IYSAX performance across multiple time periods: 1-month -3.79%, YTD 16.82%, 1-year 26.66%, 3-year 14.40%, 5-year 7.97%, 10-year 10.04%.

IYSAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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