AUXIX Mutual Fund

NAV$38.05

Returns Overview

1 Month
+3.65%
3 Months
+8.84%
6 Months
+10.75%
YTD
+10.59%
1 Year
+19.07%
3 Years (annualized)
+13.63%
5 Years (annualized)
+9.29%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUXIX 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)
+10.59%
Peer Avg (YTD)
+9.49%
vs Peers
+1.10%

AUXIX Mutual Fund Performance

AUXIX performance across multiple time periods: 1-month 3.65%, YTD 10.59%, 1-year 19.07%, 3-year 13.63%, 5-year 9.29%, 10-year 10.34%.

AUXIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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