MYISX Mutual Fund

MYISX Mutual Fund

NAV$26.91
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Returns Overview

1 Month
+5.86%
3 Months
-0.63%
6 Months
+7.95%
YTD
+18.84%
1 Year
+23.66%
3 Years (annualized)
+18.21%
5 Years (annualized)
+9.00%
10 Years (annualized)
+11.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MYISX 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 Value Index(^R25IV)
This Mutual Fund (YTD)
+18.84%
Peer Avg (YTD)
+10.76%
vs Peers
+8.07%

MYISX Mutual Fund Performance

MYISX performance across multiple time periods: 1-month 5.86%, YTD 18.84%, 1-year 23.66%, 3-year 18.21%, 5-year 9.00%, 10-year 11.30%.

MYISX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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