AUXFX Mutual Fund

AUXFX Mutual Fund

NAV$36.11
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Returns Overview

1 Month
-3.45%
3 Months
-2.51%
6 Months
+6.09%
YTD
+7.76%
1 Year
+10.09%
3 Years (annualized)
+14.40%
5 Years (annualized)
+9.17%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUXFX 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)
+7.76%
Peer Avg (YTD)
+10.00%
vs Peers
-2.24%

AUXFX Mutual Fund Performance

AUXFX performance across multiple time periods: 1-month -3.45%, YTD 7.76%, 1-year 10.09%, 3-year 14.40%, 5-year 9.17%, 10-year 10.24%.

AUXFX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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