AULDX Mutual Fund

AULDX Mutual Fund

NAV$105.85
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Returns Overview

1 Month
-3.44%
3 Months
-0.84%
6 Months
+2.37%
YTD
+2.01%
1 Year
+9.68%
3 Years (annualized)
+16.60%
5 Years (annualized)
+9.02%
10 Years (annualized)
+17.30%

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
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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)
+2.01%
Peer Avg (YTD)
+6.23%
vs Peers
-4.23%

AULDX Mutual Fund Performance

AULDX performance across multiple time periods: 1-month -3.44%, YTD 2.01%, 1-year 9.68%, 3-year 16.60%, 5-year 9.02%, 10-year 17.30%.

AULDX returns trail the peer average of 6.23% 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.