IYSCX Mutual Fund

IYSCX Mutual Fund

NAV$15.52
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Returns Overview

1 Month
-3.78%
3 Months
+5.06%
6 Months
+12.73%
YTD
+16.42%
1 Year
+25.93%
3 Years (annualized)
+13.56%
5 Years (annualized)
+7.19%
10 Years (annualized)
+9.26%

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)
+16.42%
Peer Avg (YTD)
+9.54%
vs Peers
+6.88%

IYSCX Mutual Fund Performance

IYSCX performance across multiple time periods: 1-month -3.78%, YTD 16.42%, 1-year 25.93%, 3-year 13.56%, 5-year 7.19%, 10-year 9.26%.

IYSCX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.89%, 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.