AUUIX Mutual Fund

AUUIX Mutual Fund

NAV$27.14
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Returns Overview

1 Month
+0.83%
3 Months
+5.30%
6 Months
+8.22%
YTD
+9.69%
1 Year
+18.41%
3 Years (annualized)
+19.90%
5 Years (annualized)
+13.15%
10 Years (annualized)
+14.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUUIX 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
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🏦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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.69%
Peer Avg (YTD)
+9.41%
vs Peers
+0.28%

AUUIX Mutual Fund Performance

AUUIX performance across multiple time periods: 1-month 0.83%, YTD 9.69%, 1-year 18.41%, 3-year 19.90%, 5-year 13.15%, 10-year 14.87%.

AUUIX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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