AULDX Mutual Fund

NAV$110.11

Returns Overview

1 Month
-3.55%
3 Months
+15.54%
6 Months
+5.48%
YTD
+5.64%
1 Year
+15.96%
3 Years (annualized)
+19.07%
5 Years (annualized)
+13.34%
10 Years (annualized)
+21.36%

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

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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)
+5.64%
Peer Avg (YTD)
+8.97%
vs Peers
-3.33%

AULDX Mutual Fund Performance

AULDX performance across multiple time periods: 1-month -3.55%, YTD 5.64%, 1-year 15.96%, 3-year 19.07%, 5-year 13.34%, 10-year 21.36%.

AULDX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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