SOAUX Mutual Fund

SOAUX Mutual Fund

NAV$20.20
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Returns Overview

1 Month
-2.92%
3 Months
-4.83%
6 Months
+2.71%
YTD
+4.89%
1 Year
+5.60%
3 Years (annualized)
+12.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOAUX 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

This Mutual Fund (YTD)
+4.89%
Peer Avg (YTD)
+9.41%
vs Peers
-4.52%

SOAUX Mutual Fund Performance

SOAUX performance across multiple time periods: 1-month -2.92%, YTD 4.89%, 1-year 5.60%, 3-year 12.35%.

SOAUX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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