SAOTX Mutual Fund

SAOTX Mutual Fund

NAV$12.32
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Returns Overview

1 Month
-0.99%
3 Months
+0.15%
6 Months
+4.52%
YTD
+7.70%
1 Year
+7.41%
3 Years (annualized)
+6.53%
5 Years (annualized)
+6.18%

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)
+7.70%
Peer Avg (YTD)
+5.54%
vs Peers
+2.16%

SAOTX Mutual Fund Performance

SAOTX performance across multiple time periods: 1-month -0.99%, YTD 7.70%, 1-year 7.41%, 3-year 6.53%, 5-year 6.18%.

SAOTX returns outperform the peer average of 5.54% 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.