IYSMX Mutual Fund

IYSMX Mutual Fund

NAV$20.98
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Returns Overview

1 Month
-3.81%
3 Months
+5.06%
6 Months
+12.86%
YTD
+16.67%
1 Year
+26.40%
3 Years (annualized)
+14.10%
5 Years (annualized)
+7.75%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYSMX 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)
+16.67%
Peer Avg (YTD)
+9.54%
vs Peers
+7.13%

IYSMX Mutual Fund Performance

IYSMX performance across multiple time periods: 1-month -3.81%, YTD 16.67%, 1-year 26.40%, 3-year 14.10%, 5-year 7.75%, 10-year 9.77%.

IYSMX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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