IYSIX Mutual Fund

NAV$25.90

Returns Overview

1 Month
+7.62%
3 Months
+24.61%
6 Months
+22.00%
YTD
+20.98%
1 Year
+20.61%
3 Years (annualized)
+13.18%
5 Years (annualized)
+2.95%
10 Years (annualized)
+11.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYSIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+20.98%
Peer Avg (YTD)
+18.52%
vs Peers
+2.46%

IYSIX Mutual Fund Performance

IYSIX performance across multiple time periods: 1-month 7.62%, YTD 20.98%, 1-year 20.61%, 3-year 13.18%, 5-year 2.95%, 10-year 11.90%.

IYSIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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