AUIIX Mutual Fund

NAV$40.86
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Returns Overview

1 Month
+1.41%
3 Months
+14.52%
6 Months
+13.67%
YTD
+12.83%
1 Year
+25.27%
3 Years (annualized)
+19.56%
5 Years (annualized)
+13.58%
10 Years (annualized)
+12.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUIIX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.83%
Peer Avg (YTD)
+9.49%
vs Peers
+3.34%

AUIIX Mutual Fund Performance

AUIIX performance across multiple time periods: 1-month 1.41%, YTD 12.83%, 1-year 25.27%, 3-year 19.56%, 5-year 13.58%, 10-year 12.72%.

AUIIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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