AUUCX Mutual Fund

NAV$23.46

Returns Overview

1 Month
-0.26%
3 Months
+13.28%
6 Months
+8.65%
YTD
+8.24%
1 Year
+26.22%
3 Years (annualized)
+26.21%
5 Years (annualized)
+22.00%
10 Years (annualized)
+22.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUUCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.24%
Peer Avg (YTD)
+9.51%
vs Peers
-1.27%

AUUCX Mutual Fund Performance

AUUCX performance across multiple time periods: 1-month -0.26%, YTD 8.24%, 1-year 26.22%, 3-year 26.21%, 5-year 22.00%, 10-year 22.54%.

AUUCX returns trail the peer average of 9.51% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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