AUUCX Mutual Fund

AUUCX Mutual Fund

NAV$23.32
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Returns Overview

1 Month
-0.78%
3 Months
+1.50%
6 Months
+14.99%
YTD
+9.87%
1 Year
+12.95%
3 Years (annualized)
+20.07%
5 Years (annualized)
+11.72%
10 Years (annualized)
+13.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUUCX 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)
+9.87%
Peer Avg (YTD)
+9.98%
vs Peers
-0.12%

AUUCX Mutual Fund Performance

AUUCX performance across multiple time periods: 1-month -0.78%, YTD 9.87%, 1-year 12.95%, 3-year 20.07%, 5-year 11.72%, 10-year 13.60%.

AUUCX returns trail the peer average of 9.98% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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