IYBIX Mutual Fund

NAV$26.89

Returns Overview

1 Month
-1.50%
3 Months
+0.79%
6 Months
+3.62%
YTD
+4.47%
1 Year
+13.03%
3 Years (annualized)
+14.01%
5 Years (annualized)
+7.49%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYBIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.47%
Peer Avg (YTD)
+5.87%
vs Peers
-1.40%

IYBIX Mutual Fund Performance

IYBIX performance across multiple time periods: 1-month -1.50%, YTD 4.47%, 1-year 13.03%, 3-year 14.01%, 5-year 7.49%, 10-year 9.46%.

IYBIX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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