SOAAX Mutual Fund

SOAAX Mutual Fund

NAV$8.30
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Returns Overview

1 Month
-3.23%
3 Months
+0.53%
6 Months
+3.03%
YTD
+13.98%
1 Year
+12.01%
3 Years (annualized)
+9.15%
5 Years (annualized)
+1.18%
10 Years (annualized)
+5.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOAAX 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 US REIT Index(RMS N)
This Mutual Fund (YTD)
+13.98%
Peer Avg (YTD)
+9.10%
vs Peers
+4.88%

SOAAX Mutual Fund Performance

SOAAX performance across multiple time periods: 1-month -3.23%, YTD 13.98%, 1-year 12.01%, 3-year 9.15%, 5-year 1.18%, 10-year 5.21%.

SOAAX returns outperform the peer average of 9.10% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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