AUIAX Mutual Fund

AUIAX Mutual Fund

NAV$41.10
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Returns Overview

1 Month
+1.40%
3 Months
+14.48%
6 Months
+13.57%
YTD
+12.74%
1 Year
+25.00%
3 Years (annualized)
+19.38%
5 Years (annualized)
+13.38%
10 Years (annualized)
+12.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUIAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.74%
Peer Avg (YTD)
+9.49%
vs Peers
+3.25%

AUIAX Mutual Fund Performance

AUIAX performance across multiple time periods: 1-month 1.40%, YTD 12.74%, 1-year 25.00%, 3-year 19.38%, 5-year 13.38%, 10-year 12.49%.

AUIAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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