SAOPX Mutual Fund

NAV$13.85

Returns Overview

1 Month
-3.27%
3 Months
+6.62%
6 Months
+3.84%
YTD
+2.91%
1 Year
+21.34%
3 Years (annualized)
+7.13%
5 Years (annualized)
+6.92%
10 Years (annualized)
+9.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAOPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.91%
Peer Avg (YTD)
+9.51%
vs Peers
-6.60%

SAOPX Mutual Fund Performance

SAOPX performance across multiple time periods: 1-month -3.27%, YTD 2.91%, 1-year 21.34%, 3-year 7.13%, 5-year 6.92%, 10-year 9.05%.

SAOPX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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