AUUIX Mutual Fund

NAV$27.42
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Returns Overview

1 Month
-0.19%
3 Months
+13.56%
6 Months
+9.23%
YTD
+8.78%
1 Year
+26.52%
3 Years (annualized)
+22.73%
5 Years (annualized)
+14.55%
10 Years (annualized)
+15.78%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.78%
Peer Avg (YTD)
+9.51%
vs Peers
-0.72%

AUUIX Mutual Fund Performance

AUUIX performance across multiple time periods: 1-month -0.19%, YTD 8.78%, 1-year 26.52%, 3-year 22.73%, 5-year 14.55%, 10-year 15.78%.

AUUIX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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