AULRX Mutual Fund

NAV$84.04

Returns Overview

1 Month
-3.62%
3 Months
+15.30%
6 Months
+5.04%
YTD
+5.21%
1 Year
+14.98%
3 Years (annualized)
+15.45%
5 Years (annualized)
+8.24%
10 Years (annualized)
+16.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AULRX 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)
+5.21%
Peer Avg (YTD)
+8.97%
vs Peers
-3.76%

AULRX Mutual Fund Performance

AULRX performance across multiple time periods: 1-month -3.62%, YTD 5.21%, 1-year 14.98%, 3-year 15.45%, 5-year 8.24%, 10-year 16.58%.

AULRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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