Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AULGX (ULTRA FUND R5 CLASS) | 1.83% | 15.18% | 18.62% | 10.87% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AULGX (ULTRA FUND R5 CLASS) | 04/11/2017 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.72 | 15.18 | 18.62 | 10.87 | NA | NA | NA | … | … | 1.83 | 3.45 | 25.74 | 35.84 | -36.68 | 15.94 | 46.06 | 34.87 | 0.86 | 20.89 |
| Sharpe Ratio | NA | 1.03 | 0.85 | 0.41 | NA | NA | NA | … | … | 0.42 | 0.02 | 1.05 | 1.84 | -1.16 | 0.88 | 1.25 | 2.17 | -0.02 | 3.42 |
| Standard Deviation(%) | NA | 16.84 | 19.86 | 22.59 | NA | NA | NA | … | … | 19.12 | 26.26 | 18.32 | 17.35 | 32.99 | 18.03 | 36.60 | 15.41 | 21.27 | 8.57 |
| Draw Down(%) | NA | 15.65 | 24.82 | 35.12 | NA | NA | NA | … | … | 13.52 | 24.01 | 13.90 | 12.03 | 38.92 | 12.30 | 31.94 | 10.11 | 23.00 | 2.10 |
| Yield(%) | 0.00 | 10.96 | 8.36 | 6.77 | 9.97 | 6.64 | 4.98 | … | … | 0.00 | 10.96 | 4.30 | 7.85 | 4.39 | 7.59 | 3.85 | 5.29 | 7.33 | 6.82 |
Data as of 06/10/2026, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AULGX (ULTRA FUND R5 CLASS) |
5.96%
Oct 2021 – Oct 2024 |
9.97%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AULGX (ULTRA FUND R5 CLASS) |
35.80%
Dec 2018 – Dec 2021 |
19.88%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart