AAUTX Mutual Fund

NAV$37.55

Returns Overview

1 Month
+0.58%
3 Months
+10.26%
6 Months
+13.02%
YTD
+11.61%
1 Year
+26.03%
3 Years (annualized)
+16.96%
5 Years (annualized)
+11.72%
10 Years (annualized)
+12.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAUTX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+11.61%
Peer Avg (YTD)
+9.49%
vs Peers
+2.12%

AAUTX Mutual Fund Performance

AAUTX performance across multiple time periods: 1-month 0.58%, YTD 11.61%, 1-year 26.03%, 3-year 16.96%, 5-year 11.72%, 10-year 12.69%.

AAUTX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

AAUTX performance comparison shows side-by-side returns with another fund. AAUTX alternatives are available in the Mutual Fund Screener.