MYIEX Mutual Fund

MYIEX Mutual Fund

NAV$8.99
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Returns Overview

1 Month
+3.16%
3 Months
-0.17%
6 Months
+8.26%
YTD
+15.51%
1 Year
+2.16%
3 Years (annualized)
+9.89%
5 Years (annualized)
+5.65%
10 Years (annualized)
+5.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MYIEX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+15.51%
Peer Avg (YTD)
+10.47%
vs Peers
+5.04%

MYIEX Mutual Fund Performance

MYIEX performance across multiple time periods: 1-month 3.16%, YTD 15.51%, 1-year 2.16%, 3-year 9.89%, 5-year 5.65%, 10-year 5.48%.

MYIEX returns outperform the peer average of 10.47% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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