AUGAX Mutual Fund

NAV$17.81

Returns Overview

1 Month
+0.25%
3 Months
+0.02%
6 Months
+0.20%
YTD
+0.31%
1 Year
+3.18%
3 Years (annualized)
+4.85%
5 Years (annualized)
-1.24%
10 Years (annualized)
+1.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUGAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+0.31%
Peer Avg (YTD)
+3.23%
vs Peers
-2.92%

AUGAX Mutual Fund Performance

AUGAX performance across multiple time periods: 1-month 0.25%, YTD 0.31%, 1-year 3.18%, 3-year 4.85%, 5-year -1.24%, 10-year 1.09%.

AUGAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

AUGAX performance comparison shows side-by-side returns with another fund. AUGAX alternatives are available in the Mutual Fund Screener.