MYIFX Mutual Fund

MYIFX Mutual Fund

NAV$19.74
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Returns Overview

1 Month
-3.07%
3 Months
-1.05%
6 Months
+1.48%
YTD
+6.37%
1 Year
+5.29%
3 Years (annualized)
+21.37%
5 Years (annualized)
+9.56%
10 Years (annualized)
+13.84%

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)
+6.37%
Peer Avg (YTD)
+5.23%
vs Peers
+1.14%

MYIFX Mutual Fund Performance

MYIFX performance across multiple time periods: 1-month -3.07%, YTD 6.37%, 1-year 5.29%, 3-year 21.37%, 5-year 9.56%, 10-year 13.84%.

MYIFX returns outperform the peer average of 5.23% 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.