IYSCX Mutual Fund

IYSCX Mutual Fund

NAV$15.13
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Returns Overview

1 Month
-0.07%
3 Months
+2.18%
6 Months
+9.19%
YTD
+16.34%
1 Year
+21.91%
3 Years (annualized)
+15.03%
5 Years (annualized)
+16.85%
10 Years (annualized)
+15.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYSCX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+16.34%
Peer Avg (YTD)
+9.89%
vs Peers
+6.45%

IYSCX Mutual Fund Performance

IYSCX performance across multiple time periods: 1-month -0.07%, YTD 16.34%, 1-year 21.91%, 3-year 15.03%, 5-year 16.85%, 10-year 15.69%.

IYSCX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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