IYSMX Mutual Fund

IYSMX Mutual Fund

NAV$20.49
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Returns Overview

1 Month
-0.05%
3 Months
+2.15%
6 Months
+9.34%
YTD
+16.62%
1 Year
+22.37%
3 Years (annualized)
+15.57%
5 Years (annualized)
+7.79%
10 Years (annualized)
+9.48%

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)
+16.62%
Peer Avg (YTD)
+9.89%
vs Peers
+6.73%

IYSMX Mutual Fund Performance

IYSMX performance across multiple time periods: 1-month -0.05%, YTD 16.62%, 1-year 22.37%, 3-year 15.57%, 5-year 7.79%, 10-year 9.48%.

IYSMX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.37%, 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.