AUENX Mutual Fund

AUENX Mutual Fund

NAV$19.40
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Returns Overview

1 Month
+1.81%
3 Months
+3.53%
6 Months
+4.89%
YTD
+8.29%
1 Year
+9.35%
3 Years (annualized)
+10.49%
5 Years (annualized)
+5.70%
10 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUENX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.29%
Peer Avg (YTD)
+9.41%
vs Peers
-1.13%

AUENX Mutual Fund Performance

AUENX performance across multiple time periods: 1-month 1.81%, YTD 8.29%, 1-year 9.35%, 3-year 10.49%, 5-year 5.70%, 10-year 10.46%.

AUENX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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