MYIIX Mutual Fund

MYIIX Mutual Fund

NAV$11.49
See how much of MYIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.51%
3 Months
-0.26%
6 Months
+11.04%
YTD
+11.67%
1 Year
+16.93%
3 Years (annualized)
+19.02%
5 Years (annualized)
+7.91%
10 Years (annualized)
+4.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MYIIX 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
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+11.67%
Peer Avg (YTD)
+9.29%
vs Peers
+2.38%

MYIIX Mutual Fund Performance

MYIIX performance across multiple time periods: 1-month -2.51%, YTD 11.67%, 1-year 16.93%, 3-year 19.02%, 5-year 7.91%, 10-year 4.15%.

MYIIX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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