SAOAX Mutual Fund

SAOAX Mutual Fund

NAV$36.75
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Returns Overview

1 Month
+3.00%
3 Months
+2.41%
6 Months
+11.23%
YTD
+15.32%
1 Year
+18.44%
3 Years (annualized)
+8.99%
5 Years (annualized)
+5.74%
10 Years (annualized)
+3.77%

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)
+15.32%
Peer Avg (YTD)
+4.85%
vs Peers
+10.47%

SAOAX Mutual Fund Performance

SAOAX performance across multiple time periods: 1-month 3.00%, YTD 15.32%, 1-year 18.44%, 3-year 8.99%, 5-year 5.74%, 10-year 3.77%.

SAOAX returns outperform the peer average of 4.85% 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.