MYINX Mutual Fund

NAV$11.53

Returns Overview

1 Month
-0.26%
3 Months
+3.50%
6 Months
+5.39%
YTD
+11.29%
1 Year
+30.29%
3 Years (annualized)
+19.29%
5 Years (annualized)
+9.34%
10 Years (annualized)
+7.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MYINX 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)
+11.29%
Peer Avg (YTD)
+9.13%
vs Peers
+2.16%

MYINX Mutual Fund Performance

MYINX performance across multiple time periods: 1-month -0.26%, YTD 11.29%, 1-year 30.29%, 3-year 19.29%, 5-year 9.34%, 10-year 7.50%.

MYINX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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