AULRX Mutual Fund

AULRX Mutual Fund

NAV$82.79
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Returns Overview

1 Month
-3.51%
3 Months
-1.05%
6 Months
+1.93%
YTD
+1.51%
1 Year
+8.74%
3 Years (annualized)
+15.61%
5 Years (annualized)
+8.10%
10 Years (annualized)
+15.51%

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
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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)
+1.51%
Peer Avg (YTD)
+6.23%
vs Peers
-4.72%

AULRX Mutual Fund Performance

AULRX performance across multiple time periods: 1-month -3.51%, YTD 1.51%, 1-year 8.74%, 3-year 15.61%, 5-year 8.10%, 10-year 15.51%.

AULRX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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