AUICX Mutual Fund

AUICX Mutual Fund

NAV$39.58
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Returns Overview

1 Month
-2.34%
3 Months
+0.38%
6 Months
+14.72%
YTD
+12.77%
1 Year
+23.98%
3 Years (annualized)
+21.80%
5 Years (annualized)
+16.57%
10 Years (annualized)
+13.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUICX 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)
+12.77%
Peer Avg (YTD)
+10.00%
vs Peers
+2.77%

AUICX Mutual Fund Performance

AUICX performance across multiple time periods: 1-month -2.34%, YTD 12.77%, 1-year 23.98%, 3-year 21.80%, 5-year 16.57%, 10-year 13.86%.

AUICX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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