IYSYX Mutual Fund

IYSYX Mutual Fund

NAV$23.23
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Returns Overview

1 Month
-3.79%
3 Months
+5.12%
6 Months
+12.97%
YTD
+16.85%
1 Year
+26.70%
3 Years (annualized)
+14.39%
5 Years (annualized)
+7.98%
10 Years (annualized)
+10.09%

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)
+16.85%
Peer Avg (YTD)
+9.54%
vs Peers
+7.31%

IYSYX Mutual Fund Performance

IYSYX performance across multiple time periods: 1-month -3.79%, YTD 16.85%, 1-year 26.70%, 3-year 14.39%, 5-year 7.98%, 10-year 10.09%.

IYSYX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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