IYSCX Mutual Fund

IYSCX Mutual Fund

NAV$11.26
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Returns Overview

1 Month
+1.38%
3 Months
-2.52%
6 Months
+2.41%
YTD
+12.46%
1 Year
+19.10%
3 Years (annualized)
+18.32%
5 Years (annualized)
+6.22%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYSCX 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 Index(^R25I)
This Mutual Fund (YTD)
+12.46%
Peer Avg (YTD)
+8.01%
vs Peers
+4.45%

IYSCX Mutual Fund Performance

IYSCX performance across multiple time periods: 1-month 1.38%, YTD 12.46%, 1-year 19.10%, 3-year 18.32%, 5-year 6.22%, 10-year 9.06%.

IYSCX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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