SAOTX Mutual Fund

SAOTX Mutual Fund

NAV$12.02
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Returns Overview

1 Month
-0.83%
3 Months
-0.83%
6 Months
+0.68%
YTD
+6.80%
1 Year
+7.79%
3 Years (annualized)
+18.84%
5 Years (annualized)
+3.93%

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
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
MSCI ACWI ex USA IMI Net
This Mutual Fund (YTD)
+6.80%
Peer Avg (YTD)
+5.30%
vs Peers
+1.50%

SAOTX Mutual Fund Performance

SAOTX performance across multiple time periods: 1-month -0.83%, YTD 6.80%, 1-year 7.79%, 3-year 18.84%, 5-year 3.93%.

SAOTX returns outperform the peer average of 5.30% 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.