Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUERX (AUER GROWTH FUND AUER GROWTH FUND) | 13.45% | 44.57% | 27.33% | 17.51% | 15.00% | 8.92% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUERX (AUER GROWTH FUND AUER GROWTH FUND) | 12/27/2007 | 06/05/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.75 | 44.57 | 27.33 | 17.51 | 15.00 | 8.92 | NA | … | … | 13.45 | 30.10 | 11.13 | 21.42 | 3.90 | 45.11 | -1.85 | 27.96 | -25.63 | 28.75 | 6.65 | -13.58 | -10.30 | 44.50 | 2.25 | -15.87 | 9.39 | 36.52 | -53.25 | -1.56 |
| Sharpe Ratio | NA | 2.55 | 1.35 | 0.70 | 0.59 | NA | NA | … | … | 1.76 | 1.40 | 0.47 | 0.89 | 0.09 | 2.01 | -0.05 | 1.57 | -1.28 | 2.21 | 0.34 | -0.73 | -0.56 | 2.78 | 0.11 | -0.47 | 0.39 | 0.96 | -0.99 | -10.35 |
| Standard Deviation(%) | NA | 16.47 | 17.80 | 21.43 | 22.86 | NA | NA | … | … | 17.99 | 19.59 | 16.07 | 20.24 | 29.06 | 22.38 | 40.51 | 16.86 | 21.13 | 12.74 | 19.02 | 18.61 | 18.46 | 15.98 | 20.40 | 34.07 | 23.87 | 37.87 | 54.86 | 8.54 |
| Draw Down(%) | NA | 10.06 | 23.12 | 23.12 | 51.89 | NA | NA | … | … | 10.06 | 19.46 | 8.98 | 18.69 | 19.65 | 13.03 | 46.05 | 12.75 | 35.04 | 5.70 | 18.28 | 21.15 | 24.92 | 6.87 | 20.54 | 36.91 | 24.63 | 32.43 | 67.23 | 1.56 |
| Yield(%) | 0.00 | 13.05 | 15.46 | 10.07 | 9.09 | 5.39 | 2.87 | … | … | 0.00 | 13.19 | 22.08 | 5.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 |
Data as of 06/05/2026, Common starting date is 12/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUERX (AUER GROWTH FUND AUER GROWTH FUND) |
-10.64%
Aug 2008 – Aug 2011 |
-7.69%
Jan 2008 – Jan 2013 |
-1.34%
Mar 2010 – Mar 2020 |
0.95%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUERX (AUER GROWTH FUND AUER GROWTH FUND) |
32.00%
Mar 2020 – Mar 2023 |
23.95%
Mar 2020 – Mar 2025 |
15.40%
May 2016 – May 2026 |
9.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart