AUNYX Mutual Fund

NAV$10.85

Returns Overview

1 Month
-0.24%
3 Months
+2.04%
6 Months
+2.54%
YTD
+2.44%
1 Year
+6.29%
3 Years (annualized)
+4.17%
5 Years (annualized)
+2.65%
10 Years (annualized)
+3.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUNYX 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
Bloomberg 1-10 Year US Treasury Inflation-Protected Securities (TIPS) Index(BBG1T10TIPS)
This Mutual Fund (YTD)
+2.44%
Peer Avg (YTD)
+1.79%
vs Peers
+0.66%

AUNYX Mutual Fund Performance

AUNYX performance across multiple time periods: 1-month -0.24%, YTD 2.44%, 1-year 6.29%, 3-year 4.17%, 5-year 2.65%, 10-year 3.11%.

AUNYX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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