AUERX Mutual Fund

NAV$18.79

Returns Overview

1 Month
-3.35%
3 Months
+9.45%
6 Months
+12.75%
YTD
+12.32%
1 Year
+40.06%
3 Years (annualized)
+24.05%
5 Years (annualized)
+19.68%
10 Years (annualized)
+15.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUERX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.32%
Peer Avg (YTD)
+18.52%
vs Peers
-6.21%

AUERX Mutual Fund Performance

AUERX performance across multiple time periods: 1-month -3.35%, YTD 12.32%, 1-year 40.06%, 3-year 24.05%, 5-year 19.68%, 10-year 15.95%.

AUERX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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