YFSIX Mutual Fund

YFSIX Mutual Fund

NAV$21.34
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Returns Overview

1 Month
+3.15%
3 Months
+4.80%
6 Months
+14.62%
YTD
+25.53%
1 Year
+40.36%
3 Years (annualized)
+20.26%
5 Years (annualized)
+11.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would YFSIX 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 World Index(MDWO)
This Mutual Fund (YTD)
+25.53%
Peer Avg (YTD)
+11.12%
vs Peers
+14.41%

YFSIX Mutual Fund Performance

YFSIX performance across multiple time periods: 1-month 3.15%, YTD 25.53%, 1-year 40.36%, 3-year 20.26%, 5-year 11.98%.

YFSIX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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