SOAUX Mutual Fund

NAV$20.72

Returns Overview

1 Month
+2.65%
3 Months
-0.22%
6 Months
+8.04%
YTD
+6.81%
1 Year
+13.76%
3 Years (annualized)
+14.44%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

This Mutual Fund (YTD)
+6.81%
Peer Avg (YTD)
+9.51%
vs Peers
-2.70%

SOAUX Mutual Fund Performance

SOAUX performance across multiple time periods: 1-month 2.65%, YTD 6.81%, 1-year 13.76%, 3-year 14.44%.

SOAUX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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