AUERX Mutual Fund

AUERX Mutual Fund

NAV$18.48
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Returns Overview

1 Month
-6.46%
3 Months
+3.64%
6 Months
+13.43%
YTD
+16.40%
1 Year
+24.80%
3 Years (annualized)
+25.06%
5 Years (annualized)
+22.01%
10 Years (annualized)
+16.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AUERX 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)
+16.40%
Peer Avg (YTD)
+10.34%
vs Peers
+6.06%

AUERX Mutual Fund Performance

AUERX performance across multiple time periods: 1-month -6.46%, YTD 16.40%, 1-year 24.80%, 3-year 25.06%, 5-year 22.01%, 10-year 16.49%.

AUERX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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