YFSIX Mutual Fund

NAV$19.74

Returns Overview

1 Month
+0.20%
3 Months
+2.07%
6 Months
+11.46%
YTD
+20.73%
1 Year
+37.98%
3 Years (annualized)
+20.27%
5 Years (annualized)
+10.93%

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
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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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+20.73%
Peer Avg (YTD)
+8.71%
vs Peers
+12.02%

YFSIX Mutual Fund Performance

YFSIX performance across multiple time periods: 1-month 0.20%, YTD 20.73%, 1-year 37.98%, 3-year 20.27%, 5-year 10.93%.

YFSIX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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