MYIFX Mutual Fund

MYIFX Mutual Fund

NAV$20.52
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Returns Overview

1 Month
-0.45%
3 Months
+2.55%
6 Months
+6.81%
YTD
+7.50%
1 Year
+15.27%
3 Years (annualized)
+18.29%
5 Years (annualized)
+10.79%
10 Years (annualized)
+14.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MYIFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.50%
Peer Avg (YTD)
+6.23%
vs Peers
+1.27%

MYIFX Mutual Fund Performance

MYIFX performance across multiple time periods: 1-month -0.45%, YTD 7.50%, 1-year 15.27%, 3-year 18.29%, 5-year 10.79%, 10-year 14.16%.

MYIFX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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