AUXIX Mutual Fund

AUXIX Mutual Fund

NAV$38.55
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Returns Overview

1 Month
+4.60%
3 Months
+1.01%
6 Months
+5.95%
YTD
+12.82%
1 Year
+17.55%
3 Years (annualized)
+16.57%
5 Years (annualized)
+9.41%
10 Years (annualized)
+10.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUXIX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.82%
Peer Avg (YTD)
+14.61%
vs Peers
-1.80%

AUXIX Mutual Fund Performance

AUXIX performance across multiple time periods: 1-month 4.60%, YTD 12.82%, 1-year 17.55%, 3-year 16.57%, 5-year 9.41%, 10-year 10.65%.

AUXIX returns trail the peer average of 14.61% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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