AUNOX Mutual Fund

NAV$10.77

Returns Overview

1 Month
-0.24%
3 Months
+2.03%
6 Months
+2.51%
YTD
+2.41%
1 Year
+6.23%
3 Years (annualized)
+4.10%
5 Years (annualized)
+2.56%
10 Years (annualized)
+3.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUNOX 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)
+2.41%
Peer Avg (YTD)
+1.79%
vs Peers
+0.63%

AUNOX Mutual Fund Performance

AUNOX performance across multiple time periods: 1-month -0.24%, YTD 2.41%, 1-year 6.23%, 3-year 4.10%, 5-year 2.56%, 10-year 3.01%.

AUNOX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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