SAOIX Mutual Fund

SAOIX Mutual Fund

NAV$35.05
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Returns Overview

1 Month
-3.52%
3 Months
+1.48%
6 Months
+12.69%
YTD
+12.10%
1 Year
+12.48%
3 Years (annualized)
+8.38%
5 Years (annualized)
+5.66%
10 Years (annualized)
+3.85%

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)
+12.10%
Peer Avg (YTD)
+3.78%
vs Peers
+8.32%

SAOIX Mutual Fund Performance

SAOIX performance across multiple time periods: 1-month -3.52%, YTD 12.10%, 1-year 12.48%, 3-year 8.38%, 5-year 5.66%, 10-year 3.85%.

SAOIX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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