YFSIX Mutual Fund

YFSIX Mutual Fund

NAV$20.61
See how much of YFSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.90%
3 Months
+5.49%
6 Months
+16.75%
YTD
+27.03%
1 Year
+37.53%
3 Years (annualized)
+23.58%
5 Years (annualized)
+12.68%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+27.03%
Peer Avg (YTD)
+9.89%
vs Peers
+17.14%

YFSIX Mutual Fund Performance

YFSIX performance across multiple time periods: 1-month -2.90%, YTD 27.03%, 1-year 37.53%, 3-year 23.58%, 5-year 12.68%.

YFSIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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