AUXIX Mutual Fund

AUXIX Mutual Fund

NAV$38.10
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Returns Overview

1 Month
+0.99%
3 Months
+4.89%
6 Months
+9.60%
YTD
+11.69%
1 Year
+20.63%
3 Years (annualized)
+13.07%
5 Years (annualized)
+9.20%
10 Years (annualized)
+10.22%

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
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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)
+11.69%
Peer Avg (YTD)
+11.41%
vs Peers
+0.27%

AUXIX Mutual Fund Performance

AUXIX performance across multiple time periods: 1-month 0.99%, YTD 11.69%, 1-year 20.63%, 3-year 13.07%, 5-year 9.20%, 10-year 10.22%.

AUXIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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