YFSNX Mutual Fund

YFSNX Mutual Fund

NAV$20.69
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Returns Overview

1 Month
-2.39%
3 Months
+10.60%
6 Months
+21.56%
YTD
+20.29%
1 Year
+40.44%
3 Years (annualized)
+20.83%
5 Years (annualized)
+11.16%

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)
+20.29%
Peer Avg (YTD)
+8.71%
vs Peers
+11.58%

YFSNX Mutual Fund Performance

YFSNX performance across multiple time periods: 1-month -2.39%, YTD 20.29%, 1-year 40.44%, 3-year 20.83%, 5-year 11.16%.

YFSNX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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