SAOAX Mutual Fund

SAOAX Mutual Fund

NAV$35.56
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Returns Overview

1 Month
-3.54%
3 Months
+1.41%
6 Months
+12.54%
YTD
+11.96%
1 Year
+12.18%
3 Years (annualized)
+23.73%
5 Years (annualized)
+14.28%
10 Years (annualized)
+7.76%

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
PROUpgrade to run
📉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)
+11.96%
Peer Avg (YTD)
+3.78%
vs Peers
+8.19%

SAOAX Mutual Fund Performance

SAOAX performance across multiple time periods: 1-month -3.54%, YTD 11.96%, 1-year 12.18%, 3-year 23.73%, 5-year 14.28%, 10-year 7.76%.

SAOAX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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