YASSX Mutual Fund

YASSX Mutual Fund

NAV$13.02
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Returns Overview

1 Month
-0.30%
3 Months
+7.28%
6 Months
+10.45%
YTD
+20.61%
1 Year
+18.84%
3 Years (annualized)
+13.67%
5 Years (annualized)
+4.68%
10 Years (annualized)
+9.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would YASSX 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 ACWI Index (Net)
This Mutual Fund (YTD)
+20.61%
Peer Avg (YTD)
+10.34%
vs Peers
+10.26%

YASSX Mutual Fund Performance

YASSX performance across multiple time periods: 1-month -0.30%, YTD 20.61%, 1-year 18.84%, 3-year 13.67%, 5-year 4.68%, 10-year 9.82%.

YASSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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