MYSIX Mutual Fund

NAV$22.18

Returns Overview

1 Month
-3.01%
3 Months
+8.03%
6 Months
+10.93%
YTD
+10.04%
1 Year
+28.77%
3 Years (annualized)
+21.42%
5 Years (annualized)
+8.77%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MYSIX 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
S&P Developed Ex-U.S. SmallCap Total Return USD(^SPWUSSUP)
This Mutual Fund (YTD)
+10.04%
Peer Avg (YTD)
+9.16%
vs Peers
+0.88%

MYSIX Mutual Fund Performance

MYSIX performance across multiple time periods: 1-month -3.01%, YTD 10.04%, 1-year 28.77%, 3-year 21.42%, 5-year 8.77%, 10-year 10.87%.

MYSIX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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