SAOSX Mutual Fund

SAOSX Mutual Fund

NAV$30.51
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.36%
3 Months
+3.57%
6 Months
-0.04%
YTD
+3.04%
1 Year
+2.21%
3 Years (annualized)
+7.19%
5 Years (annualized)
+7.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAOSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Long/Short Equity Category Average
This Mutual Fund (YTD)
+3.04%
Peer Avg (YTD)
+1.18%
vs Peers
+1.86%

SAOSX Mutual Fund Performance

SAOSX performance across multiple time periods: 1-month -0.36%, YTD 3.04%, 1-year 2.21%, 3-year 7.19%, 5-year 7.33%.

SAOSX returns outperform the peer average of 1.18% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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