MYISX Mutual Fund

MYISX Mutual Fund

NAV$26.05
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Returns Overview

1 Month
+0.90%
3 Months
+8.64%
6 Months
+13.68%
YTD
+19.59%
1 Year
+30.94%
3 Years (annualized)
+13.04%
5 Years (annualized)
+10.26%
10 Years (annualized)
+11.31%

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)
+19.59%
Peer Avg (YTD)
+9.54%
vs Peers
+10.05%

MYISX Mutual Fund Performance

MYISX performance across multiple time periods: 1-month 0.90%, YTD 19.59%, 1-year 30.94%, 3-year 13.04%, 5-year 10.26%, 10-year 11.31%.

MYISX returns outperform the peer average of 9.54% 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.