AUNAX Mutual Fund

AUNAX Mutual Fund

NAV$10.51
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Returns Overview

1 Month
-2.97%
3 Months
-4.27%
6 Months
-2.29%
YTD
-1.96%
1 Year
-1.32%
3 Years (annualized)
+3.60%
5 Years (annualized)
+1.85%
10 Years (annualized)
+4.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUNAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-10 Year US Treasury Inflation-Protected Securities (TIPS) Index(BBG1T10TIPS)
This Mutual Fund (YTD)
-1.96%
Peer Avg (YTD)
-3.82%
vs Peers
+1.86%

AUNAX Mutual Fund Performance

AUNAX performance across multiple time periods: 1-month -2.97%, YTD -1.96%, 1-year -1.32%, 3-year 3.60%, 5-year 1.85%, 10-year 4.49%.

AUNAX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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