Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AULDX (ULTRA FUND R6 CLASS) | 8.45% | 23.86% | 21.84% | 12.77% | 18.54% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/29/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AULDX (ULTRA FUND R6 CLASS) | 07/29/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 23.86 | 21.84 | 12.77 | 18.54 | NA | NA | … | … | 8.45 | 13.05 | 29.99 | 43.86 | -32.15 | 23.89 | 50.31 | 35.24 | 1.04 | 32.36 | 4.74 | 6.58 | 10.16 | 16.35 |
| Sharpe Ratio | NA | 1.47 | 1.00 | 0.47 | 0.77 | NA | NA | … | … | 1.19 | 0.42 | 1.46 | 2.45 | -1.03 | 1.32 | 1.36 | 2.19 | -0.02 | 3.93 | 0.32 | 0.40 | 0.75 | 3.70 |
| Standard Deviation(%) | NA | 16.31 | 19.72 | 22.54 | 22.09 | NA | NA | … | … | 18.38 | 24.08 | 18.00 | 16.57 | 32.70 | 18.03 | 36.50 | 15.42 | 21.25 | 8.10 | 14.32 | 16.22 | 13.57 | 11.43 |
| Draw Down(%) | NA | 15.60 | 24.78 | 35.03 | 35.03 | NA | NA | … | … | 13.51 | 23.98 | 13.90 | 11.99 | 34.73 | 9.87 | 31.91 | 10.10 | 22.94 | 2.10 | 13.07 | 12.52 | 7.82 | 3.55 |
| Yield(%) | 0.00 | 10.93 | 8.41 | 6.84 | 11.40 | 10.06 | 7.54 | … | … | 0.00 | 10.84 | 4.26 | 7.80 | 4.36 | 7.56 | 3.84 | 5.40 | 7.34 | 7.63 | 5.17 | 5.71 | 8.00 | 4.91 |
Data as of 06/04/2026, Common starting date is 07/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AULDX (ULTRA FUND R6 CLASS) |
6.12%
Oct 2021 – Oct 2024 |
10.13%
Mar 2021 – Mar 2026 |
13.88%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AULDX (ULTRA FUND R6 CLASS) |
36.05%
Dec 2018 – Dec 2021 |
27.89%
Oct 2016 – Oct 2021 |
18.68%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart