YCGEX Mutual Fund

YCGEX Mutual Fund

NAV$30.12
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Returns Overview

1 Month
+8.68%
3 Months
+0.62%
6 Months
+2.87%
YTD
-4.31%
1 Year
-3.93%
3 Years (annualized)
+7.40%
5 Years (annualized)
+2.29%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would YCGEX 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
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📉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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-4.31%
Peer Avg (YTD)
+9.28%
vs Peers
-13.59%

YCGEX Mutual Fund Performance

YCGEX performance across multiple time periods: 1-month 8.68%, YTD -4.31%, 1-year -3.93%, 3-year 7.40%, 5-year 2.29%, 10-year 11.00%.

YCGEX returns trail the peer average of 9.28% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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