IYBFX Mutual Fund

IYBFX Mutual Fund

NAV$26.82
See how much of IYBFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.30%
3 Months
-1.66%
6 Months
+8.96%
YTD
+4.90%
1 Year
+5.76%
3 Years (annualized)
+13.25%
5 Years (annualized)
+6.43%
10 Years (annualized)
+8.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYBFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.90%
Peer Avg (YTD)
+4.96%
vs Peers
-0.06%

IYBFX Mutual Fund Performance

IYBFX performance across multiple time periods: 1-month -1.30%, YTD 4.90%, 1-year 5.76%, 3-year 13.25%, 5-year 6.43%, 10-year 8.54%.

IYBFX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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