MYISX Mutual Fund

MYISX Mutual Fund

NAV$25.54
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Returns Overview

1 Month
-0.19%
3 Months
+5.50%
6 Months
+9.90%
YTD
+19.37%
1 Year
+22.53%
3 Years (annualized)
+14.28%
5 Years (annualized)
+9.70%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MYISX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+19.37%
Peer Avg (YTD)
+9.89%
vs Peers
+9.48%

MYISX Mutual Fund Performance

MYISX performance across multiple time periods: 1-month -0.19%, YTD 19.37%, 1-year 22.53%, 3-year 14.28%, 5-year 9.70%, 10-year 11.02%.

MYISX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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