AUUYX Mutual Fund

AUUYX Mutual Fund

NAV$27.79
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Returns Overview

1 Month
-0.69%
3 Months
+1.79%
6 Months
+15.56%
YTD
+10.69%
1 Year
+14.10%
3 Years (annualized)
+21.29%
5 Years (annualized)
+12.85%
10 Years (annualized)
+14.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUUYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.69%
Peer Avg (YTD)
+9.98%
vs Peers
+0.71%

AUUYX Mutual Fund Performance

AUUYX performance across multiple time periods: 1-month -0.69%, YTD 10.69%, 1-year 14.10%, 3-year 21.29%, 5-year 12.85%, 10-year 14.75%.

AUUYX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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