AUICX Mutual Fund

AUICX Mutual Fund

NAV$39.32
See how much of AUICX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.91%
3 Months
+0.65%
6 Months
+6.15%
YTD
+13.80%
1 Year
+16.30%
3 Years (annualized)
+21.20%
5 Years (annualized)
+11.70%
10 Years (annualized)
+11.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUICX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.80%
Peer Avg (YTD)
+20.32%
vs Peers
-6.52%

AUICX Mutual Fund Performance

AUICX performance across multiple time periods: 1-month 0.91%, YTD 13.80%, 1-year 16.30%, 3-year 21.20%, 5-year 11.70%, 10-year 11.84%.

AUICX returns trail the peer average of 20.32% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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