AUNCX Mutual Fund

AUNCX Mutual Fund

NAV$10.80
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Returns Overview

1 Month
-0.99%
3 Months
-1.04%
6 Months
+0.01%
YTD
+0.93%
1 Year
+3.79%
3 Years (annualized)
+2.65%
5 Years (annualized)
+1.14%
10 Years (annualized)
+1.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUNCX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-10 Year US Treasury Inflation-Protected Securities (TIPS) Index(BBG1T10TIPS)
This Mutual Fund (YTD)
+0.93%
Peer Avg (YTD)
+0.23%
vs Peers
+0.70%

AUNCX Mutual Fund Performance

AUNCX performance across multiple time periods: 1-month -0.99%, YTD 0.93%, 1-year 3.79%, 3-year 2.65%, 5-year 1.14%, 10-year 1.98%.

AUNCX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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