AUGAX Mutual Fund

AUGAX Mutual Fund

NAV$17.06
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Returns Overview

1 Month
-3.78%
3 Months
-5.05%
6 Months
-5.03%
YTD
-4.76%
1 Year
-3.95%
3 Years (annualized)
+4.83%
5 Years (annualized)
-1.51%
10 Years (annualized)
+0.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUGAX 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
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-4.76%
Peer Avg (YTD)
+0.50%
vs Peers
-5.26%

AUGAX Mutual Fund Performance

AUGAX performance across multiple time periods: 1-month -3.78%, YTD -4.76%, 1-year -3.95%, 3-year 4.83%, 5-year -1.51%, 10-year 0.95%.

AUGAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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