AUXAX Mutual Fund

AUXAX Mutual Fund

NAV$38.53
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Returns Overview

1 Month
+3.63%
3 Months
+8.71%
6 Months
+10.50%
YTD
+10.34%
1 Year
+18.54%
3 Years (annualized)
+13.76%
5 Years (annualized)
+9.17%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUXAX 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)
+10.34%
Peer Avg (YTD)
+9.49%
vs Peers
+0.85%

AUXAX Mutual Fund Performance

AUXAX performance across multiple time periods: 1-month 3.63%, YTD 10.34%, 1-year 18.54%, 3-year 13.76%, 5-year 9.17%, 10-year 10.04%.

AUXAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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