SOAMX Mutual Fund

SOAMX Mutual Fund

NAV$8.35
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Returns Overview

1 Month
+3.50%
3 Months
-1.61%
6 Months
-2.19%
YTD
-1.25%
1 Year
-0.91%
3 Years (annualized)
+3.46%
5 Years (annualized)
-0.28%
10 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOAMX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-1.25%
Peer Avg (YTD)
-0.87%
vs Peers
-0.39%

SOAMX Mutual Fund Performance

SOAMX performance across multiple time periods: 1-month 3.50%, YTD -1.25%, 1-year -0.91%, 3-year 3.46%, 5-year -0.28%, 10-year 0.90%.

SOAMX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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