MYINX Mutual Fund

MYINX Mutual Fund

NAV$11.18
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Returns Overview

1 Month
-2.78%
3 Months
-3.45%
6 Months
+0.45%
YTD
+8.01%
1 Year
+13.16%
3 Years (annualized)
+21.96%
5 Years (annualized)
+8.44%
10 Years (annualized)
+6.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MYINX 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 EAFE Index (Net)
This Mutual Fund (YTD)
+8.01%
Peer Avg (YTD)
+8.05%
vs Peers
-0.04%

MYINX Mutual Fund Performance

MYINX performance across multiple time periods: 1-month -2.78%, YTD 8.01%, 1-year 13.16%, 3-year 21.96%, 5-year 8.44%, 10-year 6.47%.

MYINX returns trail the peer average of 8.05% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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