MYIFX Mutual Fund

MYIFX Mutual Fund

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Returns Overview

1 Month
-0.15%
3 Months
+1.64%
6 Months
+17.89%
YTD
+9.75%
1 Year
+12.12%
3 Years (annualized)
+19.85%
5 Years (annualized)
+10.61%
10 Years (annualized)
+14.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MYIFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.75%
Peer Avg (YTD)
+8.68%
vs Peers
+1.07%

MYIFX Mutual Fund Performance

MYIFX performance across multiple time periods: 1-month -0.15%, YTD 9.75%, 1-year 12.12%, 3-year 19.85%, 5-year 10.61%, 10-year 14.13%.

MYIFX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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