AUIIX Mutual Fund

AUIIX Mutual Fund

NAV$40.09
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Returns Overview

1 Month
+2.19%
3 Months
+4.43%
6 Months
+12.40%
YTD
+16.18%
1 Year
+24.08%
3 Years (annualized)
+20.31%
5 Years (annualized)
+13.23%
10 Years (annualized)
+12.76%

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
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)
+16.18%
Peer Avg (YTD)
+12.44%
vs Peers
+3.74%

AUIIX Mutual Fund Performance

AUIIX performance across multiple time periods: 1-month 2.19%, YTD 16.18%, 1-year 24.08%, 3-year 20.31%, 5-year 13.23%, 10-year 12.76%.

AUIIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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