AUNYX Mutual Fund

AUNYX Mutual Fund

NAV$10.53
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Returns Overview

1 Month
-2.94%
3 Months
-4.34%
6 Months
-2.38%
YTD
-2.00%
1 Year
-1.30%
3 Years (annualized)
+3.86%
5 Years (annualized)
+2.12%
10 Years (annualized)
+2.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUNYX 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)
-2.00%
Peer Avg (YTD)
-3.84%
vs Peers
+1.84%

AUNYX Mutual Fund Performance

AUNYX performance across multiple time periods: 1-month -2.94%, YTD -2.00%, 1-year -1.30%, 3-year 3.86%, 5-year 2.12%, 10-year 2.96%.

AUNYX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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