AUNCX Mutual Fund

AUNCX Mutual Fund

NAV$10.50
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Returns Overview

1 Month
-3.04%
3 Months
-4.53%
6 Months
-2.82%
YTD
-2.68%
1 Year
-2.21%
3 Years (annualized)
+2.82%
5 Years (annualized)
+1.09%
10 Years (annualized)
+1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUNCX 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
Bloomberg 1-10 Year US Treasury Inflation-Protected Securities (TIPS) Index(BBG1T10TIPS)
This Mutual Fund (YTD)
-2.68%
Peer Avg (YTD)
-3.84%
vs Peers
+1.16%

AUNCX Mutual Fund Performance

AUNCX performance across multiple time periods: 1-month -3.04%, YTD -2.68%, 1-year -2.21%, 3-year 2.82%, 5-year 1.09%, 10-year 1.93%.

AUNCX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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