AUIAX Mutual Fund

AUIAX Mutual Fund

NAV$40.79
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Returns Overview

1 Month
+0.73%
3 Months
+5.69%
6 Months
+10.29%
YTD
+13.56%
1 Year
+23.22%
3 Years (annualized)
+18.48%
5 Years (annualized)
+13.17%
10 Years (annualized)
+12.32%

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)
+13.56%
Peer Avg (YTD)
+11.41%
vs Peers
+2.14%

AUIAX Mutual Fund Performance

AUIAX performance across multiple time periods: 1-month 0.73%, YTD 13.56%, 1-year 23.22%, 3-year 18.48%, 5-year 13.17%, 10-year 12.32%.

AUIAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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