AUNCX Mutual Fund

NAV$10.86

Returns Overview

1 Month
-0.31%
3 Months
+1.79%
6 Months
+2.03%
YTD
+1.93%
1 Year
+5.24%
3 Years (annualized)
+3.16%
5 Years (annualized)
+1.64%
10 Years (annualized)
+2.09%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg 1-10 Year US Treasury Inflation-Protected Securities (TIPS) Index(BBG1T10TIPS)
This Mutual Fund (YTD)
+1.93%
Peer Avg (YTD)
+1.79%
vs Peers
+0.15%

AUNCX Mutual Fund Performance

AUNCX performance across multiple time periods: 1-month -0.31%, YTD 1.93%, 1-year 5.24%, 3-year 3.16%, 5-year 1.64%, 10-year 2.09%.

AUNCX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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