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Auer Growth Fund (AUERX)

Mutual Fund · Currency in USD · Last updated Mar 22, 2023

The fund invests primarily in a diversified portfolio of common stocks traded on major U.S. exchanges, markets and bulletin boards that the fund's adviser believes present the most favorable potential for capital appreciation. In selecting stocks for the fund's portfolio, the Adviser reviews public companies' financial statements to determine those companies that report substantial sales and earnings growth over the prior twelve months, plus a relatively low price to earnings ratio.

Share Price Chart

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The chart shows the growth of $10,000 invested in Auer Growth Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $13,603 for a total return of roughly 36.03%. All prices are adjusted for splits and dividends.

AUERX (Auer Growth Fund)
Benchmark (^GSPC)

S&P 500

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Auer Growth Fund


Auer Growth Fund had a return of -0.78% year-to-date (YTD) and 0.75% in the last 12 months. Over the past 10 years, Auer Growth Fund had an annualized return of 7.14%, while the S&P 500 had an annualized return of 9.92%, indicating that Auer Growth Fund did not perform as well as the benchmark.

1 month-8.70%-1.87%
6 months2.36%2.64%
1 year0.75%-10.31%
5 years (annualized)7.61%8.11%
10 years (annualized)7.14%9.92%

Monthly Returns Heatmap


Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Auer Growth Fund Sharpe ratio is 0.03. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.

AUERX (Auer Growth Fund)
Benchmark (^GSPC)

Dividend History

Auer Growth Fund granted a 6.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.76 per share.


Dividend yield


Monthly Dividends

The table displays the monthly dividend distributions for Auer Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.

AUERX (Auer Growth Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Auer Growth Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Auer Growth Fund is 67.23%, recorded on Mar 9, 2009. It took 3023 trading sessions for the portfolio to recover.



To Bottom


To Recover



-67.23%May 21, 2008200Mar 9, 20093023Mar 12, 20213223
-19.65%Aug 26, 202221Sep 26, 202236Nov 15, 202257
-18.58%Jun 8, 202219Jul 6, 202236Aug 25, 202255
-15.22%Mar 6, 202310Mar 17, 2023
-13.03%Jun 2, 202133Jul 19, 202164Oct 18, 202197
-11.13%Dec 31, 200755Mar 19, 200821Apr 18, 200876
-9.6%Nov 16, 202232Jan 3, 202321Feb 2, 202353
-9.16%May 5, 20225May 11, 202212May 27, 202217
-9.15%Jan 18, 20224Jan 21, 202225Feb 28, 202229
-8.92%Nov 15, 202112Dec 1, 202117Dec 27, 202129

Volatility Chart

Current Auer Growth Fund volatility is 43.59%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.

AUERX (Auer Growth Fund)
Benchmark (^GSPC)