AUENX Mutual Fund

AUENX Mutual Fund

NAV$19.63
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Returns Overview

1 Month
+2.17%
3 Months
+3.51%
6 Months
+7.16%
YTD
+12.09%
1 Year
+11.88%
3 Years (annualized)
+13.39%
5 Years (annualized)
+5.75%
10 Years (annualized)
+11.16%

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)
+12.09%
Peer Avg (YTD)
+9.28%
vs Peers
+2.81%

AUENX Mutual Fund Performance

AUENX performance across multiple time periods: 1-month 2.17%, YTD 12.09%, 1-year 11.88%, 3-year 13.39%, 5-year 5.75%, 10-year 11.16%.

AUENX returns outperform the peer average of 9.28% 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.