AULYX Mutual Fund

AULYX Mutual Fund

NAV$113.55
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Returns Overview

1 Month
+3.72%
3 Months
-3.40%
6 Months
+9.79%
YTD
+5.80%
1 Year
+12.28%
3 Years (annualized)
+18.72%
5 Years (annualized)
+9.07%
10 Years (annualized)
+17.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AULYX 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)
+5.80%
Peer Avg (YTD)
+8.51%
vs Peers
-2.71%

AULYX Mutual Fund Performance

AULYX performance across multiple time periods: 1-month 3.72%, YTD 5.80%, 1-year 12.28%, 3-year 18.72%, 5-year 9.07%, 10-year 17.27%.

AULYX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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