AUXFX Mutual Fund

NAV$36.71

Returns Overview

1 Month
+3.67%
3 Months
+8.82%
6 Months
+10.70%
YTD
+10.53%
1 Year
+18.96%
3 Years (annualized)
+14.13%
5 Years (annualized)
+9.53%
10 Years (annualized)
+10.37%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+10.53%
Peer Avg (YTD)
+9.49%
vs Peers
+1.04%

AUXFX Mutual Fund Performance

AUXFX performance across multiple time periods: 1-month 3.67%, YTD 10.53%, 1-year 18.96%, 3-year 14.13%, 5-year 9.53%, 10-year 10.37%.

AUXFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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