AUENX Mutual Fund

AUENX Mutual Fund

NAV$19.78
See how much of AUENX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.36%
3 Months
+3.15%
6 Months
+7.63%
YTD
+9.70%
1 Year
+7.02%
3 Years (annualized)
+11.55%
5 Years (annualized)
+5.54%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUENX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.70%
Peer Avg (YTD)
+9.98%
vs Peers
-0.28%

AUENX Mutual Fund Performance

AUENX performance across multiple time periods: 1-month -0.36%, YTD 9.70%, 1-year 7.02%, 3-year 11.55%, 5-year 5.54%, 10-year 10.73%.

AUENX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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