AULDX Mutual Fund

AULDX Mutual Fund

NAV$113.72
See how much of AULDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.72%
3 Months
-3.41%
6 Months
+9.78%
YTD
+5.80%
1 Year
+12.26%
3 Years (annualized)
+18.73%
5 Years (annualized)
+9.07%
10 Years (annualized)
+17.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AULDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.80%
Peer Avg (YTD)
+8.51%
vs Peers
-2.71%

AULDX Mutual Fund Performance

AULDX performance across multiple time periods: 1-month 3.72%, YTD 5.80%, 1-year 12.26%, 3-year 18.73%, 5-year 9.07%, 10-year 17.75%.

AULDX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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