AULGX Mutual Fund

AULGX Mutual Fund

NAV$108.87
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Returns Overview

1 Month
+3.70%
3 Months
-3.44%
6 Months
+9.70%
YTD
+5.69%
1 Year
+12.10%
3 Years (annualized)
+16.37%
5 Years (annualized)
+7.70%
10 Years (annualized)
+17.11%

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
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)
+5.69%
Peer Avg (YTD)
+8.51%
vs Peers
-2.82%

AULGX Mutual Fund Performance

AULGX performance across multiple time periods: 1-month 3.70%, YTD 5.69%, 1-year 12.10%, 3-year 16.37%, 5-year 7.70%, 10-year 17.11%.

AULGX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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