YFSNX Mutual Fund

YFSNX Mutual Fund

NAV$19.74
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Returns Overview

1 Month
-0.82%
3 Months
+1.38%
6 Months
+6.16%
YTD
+25.75%
1 Year
+32.86%
3 Years (annualized)
+23.03%
5 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would YFSNX 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)
+25.75%
Peer Avg (YTD)
+10.38%
vs Peers
+15.37%

YFSNX Mutual Fund Performance

YFSNX performance across multiple time periods: 1-month -0.82%, YTD 25.75%, 1-year 32.86%, 3-year 23.03%, 5-year 11.31%.

YFSNX returns outperform the peer average of 10.38% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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