AUGCX Mutual Fund

NAV$17.90

Returns Overview

1 Month
+0.19%
3 Months
-0.17%
6 Months
-0.17%
YTD
-0.06%
1 Year
+2.42%
3 Years (annualized)
+4.07%
5 Years (annualized)
-1.97%
10 Years (annualized)
+0.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUGCX 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)
-0.06%
Peer Avg (YTD)
+3.23%
vs Peers
-3.29%

AUGCX Mutual Fund Performance

AUGCX performance across multiple time periods: 1-month 0.19%, YTD -0.06%, 1-year 2.42%, 3-year 4.07%, 5-year -1.97%, 10-year 0.36%.

AUGCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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