AAUTX Mutual Fund

AAUTX Mutual Fund

NAV$38.05
See how much of AAUTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.72%
3 Months
+5.40%
6 Months
+10.76%
YTD
+14.96%
1 Year
+25.98%
3 Years (annualized)
+16.14%
5 Years (annualized)
+11.93%
10 Years (annualized)
+12.45%

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
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
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+14.96%
Peer Avg (YTD)
+11.41%
vs Peers
+3.55%

AAUTX Mutual Fund Performance

AAUTX performance across multiple time periods: 1-month 1.72%, YTD 14.96%, 1-year 25.98%, 3-year 16.14%, 5-year 11.93%, 10-year 12.45%.

AAUTX returns outperform the peer average of 11.41% 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.