MYSIX Mutual Fund

MYSIX Mutual Fund

NAV$21.61
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Returns Overview

1 Month
-3.82%
3 Months
-1.19%
6 Months
+6.75%
YTD
+8.73%
1 Year
+15.50%
3 Years (annualized)
+20.91%
5 Years (annualized)
+7.75%
10 Years (annualized)
+10.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MYSIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Developed Ex-U.S. SmallCap Total Return USD(^SPWUSSUP)
This Mutual Fund (YTD)
+8.73%
Peer Avg (YTD)
+7.86%
vs Peers
+0.87%

MYSIX Mutual Fund Performance

MYSIX performance across multiple time periods: 1-month -3.82%, YTD 8.73%, 1-year 15.50%, 3-year 20.91%, 5-year 7.75%, 10-year 10.28%.

MYSIX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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