AUERX Mutual Fund

AUERX Mutual Fund

NAV$17.00
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Returns Overview

1 Month
-2.19%
3 Months
+0.62%
6 Months
+3.72%
YTD
+13.85%
1 Year
+22.52%
3 Years (annualized)
+22.80%
5 Years (annualized)
+18.42%
10 Years (annualized)
+15.84%

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
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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)
+13.85%
Peer Avg (YTD)
+12.21%
vs Peers
+1.64%

AUERX Mutual Fund Performance

AUERX performance across multiple time periods: 1-month -2.19%, YTD 13.85%, 1-year 22.52%, 3-year 22.80%, 5-year 18.42%, 10-year 15.84%.

AUERX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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