YAFIX Mutual Fund

YAFIX Mutual Fund

NAV$25.05
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Returns Overview

1 Month
+3.04%
3 Months
+5.71%
6 Months
+13.55%
YTD
+25.98%
1 Year
+41.68%
3 Years (annualized)
+18.27%
5 Years (annualized)
+12.10%
10 Years (annualized)
+12.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would YAFIX 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)
+25.98%
Peer Avg (YTD)
+9.41%
vs Peers
+16.57%

YAFIX Mutual Fund Performance

YAFIX performance across multiple time periods: 1-month 3.04%, YTD 25.98%, 1-year 41.68%, 3-year 18.27%, 5-year 12.10%, 10-year 12.62%.

YAFIX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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