MYISX Mutual Fund

MYISX Mutual Fund

NAV$27.54
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Returns Overview

1 Month
+4.75%
3 Months
+16.35%
6 Months
+18.53%
YTD
+17.12%
1 Year
+36.67%
3 Years (annualized)
+15.21%
5 Years (annualized)
+10.08%
10 Years (annualized)
+11.85%

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)
+17.12%
Peer Avg (YTD)
+10.82%
vs Peers
+6.30%

MYISX Mutual Fund Performance

MYISX performance across multiple time periods: 1-month 4.75%, YTD 17.12%, 1-year 36.67%, 3-year 15.21%, 5-year 10.08%, 10-year 11.85%.

MYISX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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