AUIYX Mutual Fund

AUIYX Mutual Fund

NAV$39.90
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Returns Overview

1 Month
+0.62%
3 Months
+0.51%
6 Months
+6.28%
YTD
+14.30%
1 Year
+16.99%
3 Years (annualized)
+22.25%
5 Years (annualized)
+12.74%
10 Years (annualized)
+12.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUIYX 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
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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)
+14.30%
Peer Avg (YTD)
+12.44%
vs Peers
+1.87%

AUIYX Mutual Fund Performance

AUIYX performance across multiple time periods: 1-month 0.62%, YTD 14.30%, 1-year 16.99%, 3-year 22.25%, 5-year 12.74%, 10-year 12.91%.

AUIYX 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.

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