SOAEX Mutual Fund

SOAEX Mutual Fund

NAV$14.40
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Returns Overview

1 Month
+7.98%
3 Months
+2.18%
6 Months
+22.11%
YTD
+32.98%
1 Year
+33.42%
3 Years (annualized)
+20.83%
5 Years (annualized)
+21.16%
10 Years (annualized)
+7.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOAEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+32.98%
Peer Avg (YTD)
+19.98%
vs Peers
+13.00%

SOAEX Mutual Fund Performance

SOAEX performance across multiple time periods: 1-month 7.98%, YTD 32.98%, 1-year 33.42%, 3-year 20.83%, 5-year 21.16%, 10-year 7.65%.

SOAEX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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