AULNX Mutual Fund

NAV$114.56

Returns Overview

1 Month
-3.51%
3 Months
+15.70%
6 Months
+5.75%
YTD
+5.91%
1 Year
+16.56%
3 Years (annualized)
+20.89%
5 Years (annualized)
+14.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AULNX 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)
+5.91%
Peer Avg (YTD)
+8.97%
vs Peers
-3.07%

AULNX Mutual Fund Performance

AULNX performance across multiple time periods: 1-month -3.51%, YTD 5.91%, 1-year 16.56%, 3-year 20.89%, 5-year 14.60%.

AULNX returns trail the peer average of 8.97% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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