AUNTX Mutual Fund

AUNTX Mutual Fund

NAV$10.63
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Returns Overview

1 Month
+3.18%
3 Months
-0.53%
6 Months
-1.23%
YTD
+1.10%
1 Year
+1.12%
3 Years (annualized)
+4.45%
5 Years (annualized)
+1.98%
10 Years (annualized)
+2.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUNTX 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)
+1.10%
Peer Avg (YTD)
+0.07%
vs Peers
+1.03%

AUNTX Mutual Fund Performance

AUNTX performance across multiple time periods: 1-month 3.18%, YTD 1.10%, 1-year 1.12%, 3-year 4.45%, 5-year 1.98%, 10-year 2.86%.

AUNTX returns outperform the peer average of 0.07% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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