AUICX Mutual Fund

AUICX Mutual Fund

NAV$40.03
See how much of AUICX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.64%
3 Months
+5.47%
6 Months
+9.87%
YTD
+13.07%
1 Year
+22.29%
3 Years (annualized)
+17.60%
5 Years (annualized)
+12.32%
10 Years (annualized)
+11.47%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.07%
Peer Avg (YTD)
+11.41%
vs Peers
+1.66%

AUICX Mutual Fund Performance

AUICX performance across multiple time periods: 1-month 0.64%, YTD 13.07%, 1-year 22.29%, 3-year 17.60%, 5-year 12.32%, 10-year 11.47%.

AUICX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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