SOAEX Mutual Fund

NAV$13.22

Returns Overview

1 Month
-0.56%
3 Months
-3.59%
6 Months
+23.15%
YTD
+21.02%
1 Year
+25.97%
3 Years (annualized)
+20.31%
5 Years (annualized)
+16.88%
10 Years (annualized)
+5.83%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+21.02%
Peer Avg (YTD)
+14.02%
vs Peers
+7.00%

SOAEX Mutual Fund Performance

SOAEX performance across multiple time periods: 1-month -0.56%, YTD 21.02%, 1-year 25.97%, 3-year 20.31%, 5-year 16.88%, 10-year 5.83%.

SOAEX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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