AUUIX Mutual Fund

AUUIX Mutual Fund

NAV$27.27
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Returns Overview

1 Month
+1.65%
3 Months
+2.31%
6 Months
+10.59%
YTD
+11.51%
1 Year
+17.75%
3 Years (annualized)
+21.33%
5 Years (annualized)
+12.87%
10 Years (annualized)
+14.76%

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)
+11.51%
Peer Avg (YTD)
+11.21%
vs Peers
+0.29%

AUUIX Mutual Fund Performance

AUUIX performance across multiple time periods: 1-month 1.65%, YTD 11.51%, 1-year 17.75%, 3-year 21.33%, 5-year 12.87%, 10-year 14.76%.

AUUIX returns outperform the peer average of 11.21% 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.