IYSIX Mutual Fund

IYSIX Mutual Fund

NAV$27.53
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Returns Overview

1 Month
-4.97%
3 Months
+6.46%
6 Months
+13.12%
YTD
+14.97%
1 Year
+27.65%
3 Years (annualized)
+13.42%
5 Years (annualized)
+3.28%
10 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYSIX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+14.97%
Peer Avg (YTD)
+15.31%
vs Peers
-0.34%

IYSIX Mutual Fund Performance

IYSIX performance across multiple time periods: 1-month -4.97%, YTD 14.97%, 1-year 27.65%, 3-year 13.42%, 5-year 3.28%, 10-year 10.79%.

IYSIX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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