YCGEX Mutual Fund

YCGEX Mutual Fund

NAV$29.56
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Returns Overview

1 Month
+4.15%
3 Months
+2.23%
6 Months
-4.85%
YTD
-6.08%
1 Year
-5.80%
3 Years (annualized)
+4.19%
5 Years (annualized)
+2.69%
10 Years (annualized)
+10.50%

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)
-6.08%
Peer Avg (YTD)
+9.41%
vs Peers
-15.49%

YCGEX Mutual Fund Performance

YCGEX performance across multiple time periods: 1-month 4.15%, YTD -6.08%, 1-year -5.80%, 3-year 4.19%, 5-year 2.69%, 10-year 10.50%.

YCGEX returns trail the peer average of 9.41% 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.