YCGEX Mutual Fund

NAV$28.48

Returns Overview

1 Month
+2.89%
3 Months
+1.06%
6 Months
-7.38%
YTD
-6.19%
1 Year
-10.83%
3 Years (annualized)
+3.16%
5 Years (annualized)
+2.79%
10 Years (annualized)
+10.36%

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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Global BMI Total Return Index
This Mutual Fund (YTD)
-6.19%
Peer Avg (YTD)
+9.51%
vs Peers
-15.70%

YCGEX Mutual Fund Performance

YCGEX performance across multiple time periods: 1-month 2.89%, YTD -6.19%, 1-year -10.83%, 3-year 3.16%, 5-year 2.79%, 10-year 10.36%.

YCGEX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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