YASSX Mutual Fund

NAV$12.86

Returns Overview

1 Month
-3.40%
3 Months
+2.95%
6 Months
+12.83%
YTD
+12.42%
1 Year
+14.68%
3 Years (annualized)
+10.17%
5 Years (annualized)
+3.37%
10 Years (annualized)
+10.14%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+12.42%
Peer Avg (YTD)
+18.52%
vs Peers
-6.11%

YASSX Mutual Fund Performance

YASSX performance across multiple time periods: 1-month -3.40%, YTD 12.42%, 1-year 14.68%, 3-year 10.17%, 5-year 3.37%, 10-year 10.14%.

YASSX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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