AULYX Mutual Fund

NAV$110.29

Returns Overview

1 Month
-3.54%
3 Months
+15.55%
6 Months
+5.49%
YTD
+5.64%
1 Year
+15.96%
3 Years (annualized)
+16.91%
5 Years (annualized)
+9.43%

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
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)
+5.64%
Peer Avg (YTD)
+8.97%
vs Peers
-3.33%

AULYX Mutual Fund Performance

AULYX performance across multiple time periods: 1-month -3.54%, YTD 5.64%, 1-year 15.96%, 3-year 16.91%, 5-year 9.43%.

AULYX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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