AUIYX Mutual Fund

AUIYX Mutual Fund

NAV$41.16
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Returns Overview

1 Month
-2.27%
3 Months
+0.63%
6 Months
+15.29%
YTD
+13.60%
1 Year
+17.46%
3 Years (annualized)
+20.44%
5 Years (annualized)
+13.31%
10 Years (annualized)
+12.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUIYX 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)
+13.60%
Peer Avg (YTD)
+10.00%
vs Peers
+3.61%

AUIYX Mutual Fund Performance

AUIYX performance across multiple time periods: 1-month -2.27%, YTD 13.60%, 1-year 17.46%, 3-year 20.44%, 5-year 13.31%, 10-year 12.81%.

AUIYX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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