IYMIX Mutual Fund

IYMIX Mutual Fund

NAV$26.87
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Returns Overview

1 Month
-2.04%
3 Months
-7.35%
6 Months
+4.71%
YTD
-3.04%
1 Year
+1.71%
3 Years (annualized)
+9.90%
5 Years (annualized)
+4.88%
10 Years (annualized)
+18.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYMIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-3.04%
Peer Avg (YTD)
+6.72%
vs Peers
-9.76%

IYMIX Mutual Fund Performance

IYMIX performance across multiple time periods: 1-month -2.04%, YTD -3.04%, 1-year 1.71%, 3-year 9.90%, 5-year 4.88%, 10-year 18.04%.

IYMIX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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