YCGEX Mutual Fund

YCGEX Mutual Fund

NAV$27.58
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Returns Overview

1 Month
-9.14%
3 Months
-3.57%
6 Months
-1.84%
YTD
-11.96%
1 Year
-12.51%
3 Years (annualized)
+5.78%
5 Years (annualized)
+2.99%
10 Years (annualized)
+10.91%

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
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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-11.96%
Peer Avg (YTD)
+9.98%
vs Peers
-21.94%

YCGEX Mutual Fund Performance

YCGEX performance across multiple time periods: 1-month -9.14%, YTD -11.96%, 1-year -12.51%, 3-year 5.78%, 5-year 2.99%, 10-year 10.91%.

YCGEX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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