YAFFX Mutual Fund

YAFFX Mutual Fund

NAV$24.23
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Returns Overview

1 Month
+1.67%
3 Months
+0.83%
6 Months
+6.51%
YTD
+25.36%
1 Year
+31.43%
3 Years (annualized)
+21.20%
5 Years (annualized)
+11.47%
10 Years (annualized)
+13.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would YAFFX 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)
+25.36%
Peer Avg (YTD)
+9.28%
vs Peers
+16.08%

YAFFX Mutual Fund Performance

YAFFX performance across multiple time periods: 1-month 1.67%, YTD 25.36%, 1-year 31.43%, 3-year 21.20%, 5-year 11.47%, 10-year 13.26%.

YAFFX returns outperform the peer average of 9.28% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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