AUUYX Mutual Fund

NAV$27.91
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Returns Overview

1 Month
-0.22%
3 Months
+13.53%
6 Months
+9.19%
YTD
+8.75%
1 Year
+26.35%
3 Years (annualized)
+22.67%
5 Years (annualized)
+14.51%
10 Years (annualized)
+15.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUUYX 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)
+8.75%
Peer Avg (YTD)
+9.51%
vs Peers
-0.76%

AUUYX Mutual Fund Performance

AUUYX performance across multiple time periods: 1-month -0.22%, YTD 8.75%, 1-year 26.35%, 3-year 22.67%, 5-year 14.51%, 10-year 15.76%.

AUUYX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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