YASSX Mutual Fund

YASSX Mutual Fund

NAV$12.92
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Returns Overview

1 Month
+1.37%
3 Months
+4.56%
6 Months
+6.32%
YTD
+22.26%
1 Year
+26.91%
3 Years (annualized)
+17.49%
5 Years (annualized)
+5.74%
10 Years (annualized)
+9.60%

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)
+22.26%
Peer Avg (YTD)
+12.21%
vs Peers
+10.05%

YASSX Mutual Fund Performance

YASSX performance across multiple time periods: 1-month 1.37%, YTD 22.26%, 1-year 26.91%, 3-year 17.49%, 5-year 5.74%, 10-year 9.60%.

YASSX returns outperform the peer average of 12.21% 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.