AUIYX Mutual Fund

AUIYX Mutual Fund

NAV$41.84
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Returns Overview

1 Month
+1.42%
3 Months
+14.56%
6 Months
+13.71%
YTD
+12.89%
1 Year
+25.33%
3 Years (annualized)
+19.67%
5 Years (annualized)
+13.67%
10 Years (annualized)
+12.77%

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
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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)
+12.89%
Peer Avg (YTD)
+9.49%
vs Peers
+3.40%

AUIYX Mutual Fund Performance

AUIYX performance across multiple time periods: 1-month 1.42%, YTD 12.89%, 1-year 25.33%, 3-year 19.67%, 5-year 13.67%, 10-year 12.77%.

AUIYX 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.

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