YAFFX Mutual Fund

NAV$23.46

Returns Overview

1 Month
+0.04%
3 Months
+3.03%
6 Months
+10.66%
YTD
+20.68%
1 Year
+54.33%
3 Years (annualized)
+25.33%
5 Years (annualized)
+14.97%
10 Years (annualized)
+15.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would YAFFX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+20.68%
Peer Avg (YTD)
+9.51%
vs Peers
+11.17%

YAFFX Mutual Fund Performance

YAFFX performance across multiple time periods: 1-month 0.04%, YTD 20.68%, 1-year 54.33%, 3-year 25.33%, 5-year 14.97%, 10-year 15.05%.

YAFFX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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