YAFFX Mutual Fund

YAFFX Mutual Fund

NAV$24.09
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Returns Overview

1 Month
-3.77%
3 Months
+2.17%
6 Months
+13.17%
YTD
+23.30%
1 Year
+35.52%
3 Years (annualized)
+27.13%
5 Years (annualized)
+16.21%
10 Years (annualized)
+15.50%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+23.30%
Peer Avg (YTD)
+9.91%
vs Peers
+13.40%

YAFFX Mutual Fund Performance

YAFFX performance across multiple time periods: 1-month -3.77%, YTD 23.30%, 1-year 35.52%, 3-year 27.13%, 5-year 16.21%, 10-year 15.50%.

YAFFX returns outperform the peer average of 9.91% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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