AUEIX Mutual Fund

AUEIX Mutual Fund

NAV$19.48
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Returns Overview

1 Month
+1.81%
3 Months
+3.58%
6 Months
+5.01%
YTD
+8.47%
1 Year
+9.63%
3 Years (annualized)
+10.79%
5 Years (annualized)
+6.00%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUEIX 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
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📉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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.47%
Peer Avg (YTD)
+9.41%
vs Peers
-0.95%

AUEIX Mutual Fund Performance

AUEIX performance across multiple time periods: 1-month 1.81%, YTD 8.47%, 1-year 9.63%, 3-year 10.79%, 5-year 6.00%, 10-year 10.75%.

AUEIX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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