IYSYX Mutual Fund

IYSYX Mutual Fund

NAV$22.48
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Returns Overview

1 Month
-3.80%
3 Months
-7.52%
6 Months
+11.09%
YTD
+11.25%
1 Year
+18.66%
3 Years (annualized)
+15.84%
5 Years (annualized)
+8.06%
10 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYSYX 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 Index(^R25I)
This Mutual Fund (YTD)
+11.25%
Peer Avg (YTD)
+6.72%
vs Peers
+4.53%

IYSYX Mutual Fund Performance

IYSYX performance across multiple time periods: 1-month -3.80%, YTD 11.25%, 1-year 18.66%, 3-year 15.84%, 5-year 8.06%, 10-year 9.80%.

IYSYX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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