AUNCX Mutual Fund

AUNCX Mutual Fund

NAV$10.69
See how much of AUNCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.08%
3 Months
-0.61%
6 Months
-1.64%
YTD
+0.31%
1 Year
+0.18%
3 Years (annualized)
+3.44%
5 Years (annualized)
+1.00%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUNCX 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
Bloomberg 1-10 Year US Treasury Inflation-Protected Securities (TIPS) Index(BBG1T10TIPS)
This Mutual Fund (YTD)
+0.31%
Peer Avg (YTD)
+0.07%
vs Peers
+0.25%

AUNCX Mutual Fund Performance

AUNCX performance across multiple time periods: 1-month 3.08%, YTD 0.31%, 1-year 0.18%, 3-year 3.44%, 5-year 1.00%, 10-year 1.85%.

AUNCX returns outperform the peer average of 0.07% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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