AUUAX Mutual Fund

AUUAX Mutual Fund

NAV$27.52
See how much of AUUAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.82%
3 Months
+5.23%
6 Months
+8.05%
YTD
+9.50%
1 Year
+18.08%
3 Years (annualized)
+19.57%
5 Years (annualized)
+12.86%
10 Years (annualized)
+14.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUUAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.50%
Peer Avg (YTD)
+9.41%
vs Peers
+0.09%

AUUAX Mutual Fund Performance

AUUAX performance across multiple time periods: 1-month 0.82%, YTD 9.50%, 1-year 18.08%, 3-year 19.57%, 5-year 12.86%, 10-year 14.57%.

AUUAX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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