SAOOX Mutual Fund

SAOOX Mutual Fund

NAV$12.35
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Returns Overview

1 Month
-0.91%
3 Months
+0.15%
6 Months
+4.51%
YTD
+7.69%
1 Year
+7.25%
3 Years (annualized)
+6.38%
5 Years (annualized)
+6.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAOOX 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
MSCI ACWI ex USA IMI Net
This Mutual Fund (YTD)
+7.69%
Peer Avg (YTD)
+5.54%
vs Peers
+2.15%

SAOOX Mutual Fund Performance

SAOOX performance across multiple time periods: 1-month -0.91%, YTD 7.69%, 1-year 7.25%, 3-year 6.38%, 5-year 6.07%.

SAOOX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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