SAOCX Mutual Fund

NAV$40.97

Returns Overview

1 Month
-3.61%
3 Months
+1.23%
6 Months
+12.14%
YTD
+11.55%
1 Year
+11.37%
3 Years (annualized)
+35.15%
5 Years (annualized)
+20.14%
10 Years (annualized)
+10.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAOCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar Long/Short Equity Category Average
This Mutual Fund (YTD)
+11.55%
Peer Avg (YTD)
+3.78%
vs Peers
+7.77%

SAOCX Mutual Fund Performance

SAOCX performance across multiple time periods: 1-month -3.61%, YTD 11.55%, 1-year 11.37%, 3-year 35.15%, 5-year 20.14%, 10-year 10.05%.

SAOCX returns outperform the peer average of 3.78% YTD. With an expense ratio of 2.46%, investors should weigh costs against performance when evaluating this mutual fund.

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