IYSIX Mutual Fund

IYSIX Mutual Fund

NAV$24.02
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Returns Overview

1 Month
-1.96%
3 Months
-5.61%
6 Months
+0.49%
YTD
+8.52%
1 Year
+19.75%
3 Years (annualized)
+25.26%
5 Years (annualized)
+10.10%
10 Years (annualized)
+18.86%

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)
+8.52%
Peer Avg (YTD)
+12.21%
vs Peers
-3.68%

IYSIX Mutual Fund Performance

IYSIX performance across multiple time periods: 1-month -1.96%, YTD 8.52%, 1-year 19.75%, 3-year 25.26%, 5-year 10.10%, 10-year 18.86%.

IYSIX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.85%, 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.