MYIMX Mutual Fund

NAV$28.97

Returns Overview

1 Month
+2.93%
3 Months
+12.39%
6 Months
+16.35%
YTD
+14.81%
1 Year
+29.19%
3 Years (annualized)
+15.07%
5 Years (annualized)
+10.25%
10 Years (annualized)
+11.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MYIMX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+14.81%
Peer Avg (YTD)
+10.82%
vs Peers
+3.99%

MYIMX Mutual Fund Performance

MYIMX performance across multiple time periods: 1-month 2.93%, YTD 14.81%, 1-year 29.19%, 3-year 15.07%, 5-year 10.25%, 10-year 11.32%.

MYIMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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