MYIIX Mutual Fund

NAV$11.68

Returns Overview

1 Month
-0.17%
3 Months
+3.64%
6 Months
+5.70%
YTD
+11.77%
1 Year
+30.96%
3 Years (annualized)
+20.04%
5 Years (annualized)
+9.43%
10 Years (annualized)
+7.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MYIIX 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
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+11.77%
Peer Avg (YTD)
+9.13%
vs Peers
+2.64%

MYIIX Mutual Fund Performance

MYIIX performance across multiple time periods: 1-month -0.17%, YTD 11.77%, 1-year 30.96%, 3-year 20.04%, 5-year 9.43%, 10-year 7.77%.

MYIIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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