MYIMX Mutual Fund

MYIMX Mutual Fund

NAV$27.44
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Returns Overview

1 Month
-5.47%
3 Months
-2.85%
6 Months
+9.19%
YTD
+11.54%
1 Year
+17.92%
3 Years (annualized)
+15.54%
5 Years (annualized)
+10.34%
10 Years (annualized)
+10.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MYIMX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+11.54%
Peer Avg (YTD)
+6.72%
vs Peers
+4.82%

MYIMX Mutual Fund Performance

MYIMX performance across multiple time periods: 1-month -5.47%, YTD 11.54%, 1-year 17.92%, 3-year 15.54%, 5-year 10.34%, 10-year 10.96%.

MYIMX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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