AUUAX Mutual Fund

AUUAX Mutual Fund

NAV$27.67
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Returns Overview

1 Month
-0.73%
3 Months
+1.72%
6 Months
+15.44%
YTD
+10.47%
1 Year
+13.79%
3 Years (annualized)
+23.13%
5 Years (annualized)
+17.86%
10 Years (annualized)
+17.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUUAX 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)
+10.47%
Peer Avg (YTD)
+9.91%
vs Peers
+0.57%

AUUAX Mutual Fund Performance

AUUAX performance across multiple time periods: 1-month -0.73%, YTD 10.47%, 1-year 13.79%, 3-year 23.13%, 5-year 17.86%, 10-year 17.62%.

AUUAX returns outperform the peer average of 9.91% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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