AUNYX Mutual Fund

AUNYX Mutual Fund

NAV$10.82
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Returns Overview

1 Month
-0.89%
3 Months
-0.79%
6 Months
+0.51%
YTD
+1.53%
1 Year
+4.83%
3 Years (annualized)
+3.66%
5 Years (annualized)
+2.18%
10 Years (annualized)
+3.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUNYX 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
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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)
+1.53%
Peer Avg (YTD)
+0.23%
vs Peers
+1.30%

AUNYX Mutual Fund Performance

AUNYX performance across multiple time periods: 1-month -0.89%, YTD 1.53%, 1-year 4.83%, 3-year 3.66%, 5-year 2.18%, 10-year 3.00%.

AUNYX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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