AUIZX Mutual Fund

AUIZX Mutual Fund

NAV$39.86
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Returns Overview

1 Month
-2.25%
3 Months
+0.66%
6 Months
+15.33%
YTD
+13.65%
1 Year
+17.54%
3 Years (annualized)
+20.42%
5 Years (annualized)
+13.33%
10 Years (annualized)
+12.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUIZX 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)
+13.65%
Peer Avg (YTD)
+10.00%
vs Peers
+3.65%

AUIZX Mutual Fund Performance

AUIZX performance across multiple time periods: 1-month -2.25%, YTD 13.65%, 1-year 17.54%, 3-year 20.42%, 5-year 13.33%, 10-year 12.86%.

AUIZX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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