SAOTX Mutual Fund

SAOTX Mutual Fund

NAV$12.03
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Returns Overview

1 Month
+1.83%
3 Months
+0.49%
6 Months
+4.43%
YTD
+9.67%
1 Year
+16.50%
3 Years (annualized)
+16.31%
5 Years (annualized)
+4.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAOTX 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)
+9.67%
Peer Avg (YTD)
+6.28%
vs Peers
+3.38%

SAOTX Mutual Fund Performance

SAOTX performance across multiple time periods: 1-month 1.83%, YTD 9.67%, 1-year 16.50%, 3-year 16.31%, 5-year 4.43%.

SAOTX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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