AULGX Mutual Fund

NAV$108.50
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Returns Overview

1 Month
-3.56%
3 Months
+15.50%
6 Months
+5.41%
YTD
+5.56%
1 Year
+15.78%
3 Years (annualized)
+16.71%
5 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AULGX 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
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📉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

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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)
+5.56%
Peer Avg (YTD)
+8.97%
vs Peers
-3.41%

AULGX Mutual Fund Performance

AULGX performance across multiple time periods: 1-month -3.56%, YTD 5.56%, 1-year 15.78%, 3-year 16.71%, 5-year 9.25%.

AULGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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