AULRX Mutual Fund

AULRX Mutual Fund

NAV$87.54
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Returns Overview

1 Month
+3.64%
3 Months
-3.62%
6 Months
+9.32%
YTD
+5.21%
1 Year
+11.32%
3 Years (annualized)
+17.72%
5 Years (annualized)
+8.14%
10 Years (annualized)
+16.75%

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
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📉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)
+5.21%
Peer Avg (YTD)
+8.51%
vs Peers
-3.30%

AULRX Mutual Fund Performance

AULRX performance across multiple time periods: 1-month 3.64%, YTD 5.21%, 1-year 11.32%, 3-year 17.72%, 5-year 8.14%, 10-year 16.75%.

AULRX returns trail the peer average of 8.51% 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.