AUXAX Mutual Fund

AUXAX Mutual Fund

NAV$37.89
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Returns Overview

1 Month
-3.50%
3 Months
-2.57%
6 Months
+5.91%
YTD
+7.50%
1 Year
+9.71%
3 Years (annualized)
+14.04%
5 Years (annualized)
+8.82%
10 Years (annualized)
+9.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUXAX 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)
+7.50%
Peer Avg (YTD)
+10.00%
vs Peers
-2.50%

AUXAX Mutual Fund Performance

AUXAX performance across multiple time periods: 1-month -3.50%, YTD 7.50%, 1-year 9.71%, 3-year 14.04%, 5-year 8.82%, 10-year 9.90%.

AUXAX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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