AULGX Mutual Fund

AULGX Mutual Fund

NAV$107.10
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Returns Overview

1 Month
-3.45%
3 Months
-0.87%
6 Months
+2.29%
YTD
+1.92%
1 Year
+9.52%
3 Years (annualized)
+16.43%
5 Years (annualized)
+8.86%
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)
+1.92%
Peer Avg (YTD)
+6.23%
vs Peers
-4.32%

AULGX Mutual Fund Performance

AULGX performance across multiple time periods: 1-month -3.45%, YTD 1.92%, 1-year 9.52%, 3-year 16.43%, 5-year 8.86%, 10-year 17.11%.

AULGX returns trail the peer average of 6.23% 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.