AUXAX Mutual Fund

AUXAX Mutual Fund

NAV$38.65
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Returns Overview

1 Month
+4.55%
3 Months
+0.89%
6 Months
+5.70%
YTD
+12.39%
1 Year
+17.01%
3 Years (annualized)
+16.04%
5 Years (annualized)
+8.92%
10 Years (annualized)
+10.15%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.39%
Peer Avg (YTD)
+12.44%
vs Peers
-0.05%

AUXAX Mutual Fund Performance

AUXAX performance across multiple time periods: 1-month 4.55%, YTD 12.39%, 1-year 17.01%, 3-year 16.04%, 5-year 8.92%, 10-year 10.15%.

AUXAX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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