SOAVX Mutual Fund

SOAVX Mutual Fund

NAV$39.69
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Returns Overview

1 Month
-1.90%
3 Months
+2.22%
6 Months
+9.32%
YTD
+10.54%
1 Year
+18.68%
3 Years (annualized)
+21.90%
5 Years (annualized)
+14.80%
10 Years (annualized)
+14.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOAVX 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)
+10.54%
Peer Avg (YTD)
+11.41%
vs Peers
-0.87%

SOAVX Mutual Fund Performance

SOAVX performance across multiple time periods: 1-month -1.90%, YTD 10.54%, 1-year 18.68%, 3-year 21.90%, 5-year 14.80%, 10-year 14.84%.

SOAVX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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