YAFIX Mutual Fund

NAV$24.26

Returns Overview

1 Month
-3.67%
3 Months
+10.77%
6 Months
+22.26%
YTD
+20.75%
1 Year
+39.49%
3 Years (annualized)
+21.33%
5 Years (annualized)
+12.83%
10 Years (annualized)
+12.55%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+20.75%
Peer Avg (YTD)
+9.51%
vs Peers
+11.24%

YAFIX Mutual Fund Performance

YAFIX performance across multiple time periods: 1-month -3.67%, YTD 20.75%, 1-year 39.49%, 3-year 21.33%, 5-year 12.83%, 10-year 12.55%.

YAFIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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