YASSX Mutual Fund

YASSX Mutual Fund

NAV$13.23
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Returns Overview

1 Month
+4.01%
3 Months
+1.68%
6 Months
+8.91%
YTD
+16.93%
1 Year
+21.93%
3 Years (annualized)
+10.09%
5 Years (annualized)
+4.52%
10 Years (annualized)
+9.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would YASSX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+16.93%
Peer Avg (YTD)
+15.31%
vs Peers
+1.62%

YASSX Mutual Fund Performance

YASSX performance across multiple time periods: 1-month 4.01%, YTD 16.93%, 1-year 21.93%, 3-year 10.09%, 5-year 4.52%, 10-year 9.78%.

YASSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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