AAUTX Mutual Fund

AAUTX Mutual Fund

NAV$37.20
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Returns Overview

1 Month
+1.40%
3 Months
+3.73%
6 Months
+8.50%
YTD
+16.56%
1 Year
+24.50%
3 Years (annualized)
+18.72%
5 Years (annualized)
+11.88%
10 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAUTX 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 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+16.56%
Peer Avg (YTD)
+12.44%
vs Peers
+4.12%

AAUTX Mutual Fund Performance

AAUTX performance across multiple time periods: 1-month 1.40%, YTD 16.56%, 1-year 24.50%, 3-year 18.72%, 5-year 11.88%, 10-year 11.72%.

AAUTX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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