SAOIX Mutual Fund

SAOIX Mutual Fund

NAV$36.58
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Returns Overview

1 Month
+3.00%
3 Months
+2.47%
6 Months
+11.35%
YTD
+15.47%
1 Year
+18.76%
3 Years (annualized)
+9.28%
5 Years (annualized)
+6.01%
10 Years (annualized)
+4.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAOIX 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)
+15.47%
Peer Avg (YTD)
+4.85%
vs Peers
+10.62%

SAOIX Mutual Fund Performance

SAOIX performance across multiple time periods: 1-month 3.00%, YTD 15.47%, 1-year 18.76%, 3-year 9.28%, 5-year 6.01%, 10-year 4.14%.

SAOIX returns outperform the peer average of 4.85% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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