IYSYX Mutual Fund

IYSYX Mutual Fund

NAV$24.15
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Returns Overview

1 Month
+6.26%
3 Months
+20.12%
6 Months
+21.45%
YTD
+20.30%
1 Year
+32.61%
3 Years (annualized)
+17.54%
5 Years (annualized)
+16.46%
10 Years (annualized)
+16.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYSYX 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)
+20.30%
Peer Avg (YTD)
+10.82%
vs Peers
+9.48%

IYSYX Mutual Fund Performance

IYSYX performance across multiple time periods: 1-month 6.26%, YTD 20.30%, 1-year 32.61%, 3-year 17.54%, 5-year 16.46%, 10-year 16.58%.

IYSYX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

IYSYX performance comparison shows side-by-side returns with another fund. IYSYX alternatives are available in the Mutual Fund Screener.