AUICX Mutual Fund

NAV$40.21

Returns Overview

1 Month
+1.35%
3 Months
+14.29%
6 Months
+13.16%
YTD
+12.35%
1 Year
+32.30%
3 Years (annualized)
+21.04%
5 Years (annualized)
+16.94%
10 Years (annualized)
+13.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUICX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.35%
Peer Avg (YTD)
+9.49%
vs Peers
+2.86%

AUICX Mutual Fund Performance

AUICX performance across multiple time periods: 1-month 1.35%, YTD 12.35%, 1-year 32.30%, 3-year 21.04%, 5-year 16.94%, 10-year 13.82%.

AUICX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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