SAOAX Mutual Fund

SAOAX Mutual Fund

NAV$36.84
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Returns Overview

1 Month
+5.12%
3 Months
+6.00%
6 Months
+8.56%
YTD
+22.24%
1 Year
+24.20%
3 Years (annualized)
+10.12%
5 Years (annualized)
+7.81%
10 Years (annualized)
+4.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAOAX 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
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📉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
Morningstar Long/Short Equity Category Average
This Mutual Fund (YTD)
+22.24%
Peer Avg (YTD)
+6.11%
vs Peers
+16.14%

SAOAX Mutual Fund Performance

SAOAX performance across multiple time periods: 1-month 5.12%, YTD 22.24%, 1-year 24.20%, 3-year 10.12%, 5-year 7.81%, 10-year 4.12%.

SAOAX returns outperform the peer average of 6.11% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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