AUXFX Mutual Fund

AUXFX Mutual Fund

NAV$36.85
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Returns Overview

1 Month
+4.57%
3 Months
+0.97%
6 Months
+5.87%
YTD
+12.69%
1 Year
+17.42%
3 Years (annualized)
+16.43%
5 Years (annualized)
+9.27%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUXFX 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)
+12.69%
Peer Avg (YTD)
+12.44%
vs Peers
+0.25%

AUXFX Mutual Fund Performance

AUXFX performance across multiple time periods: 1-month 4.57%, YTD 12.69%, 1-year 17.42%, 3-year 16.43%, 5-year 9.27%, 10-year 10.49%.

AUXFX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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