SOAVX Mutual Fund

SOAVX Mutual Fund

NAV$40.97
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Returns Overview

1 Month
+2.99%
3 Months
+0.84%
6 Months
+12.74%
YTD
+13.84%
1 Year
+21.68%
3 Years (annualized)
+23.44%
5 Years (annualized)
+14.79%
10 Years (annualized)
+15.25%

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)
+13.84%
Peer Avg (YTD)
+12.44%
vs Peers
+1.41%

SOAVX Mutual Fund Performance

SOAVX performance across multiple time periods: 1-month 2.99%, YTD 13.84%, 1-year 21.68%, 3-year 23.44%, 5-year 14.79%, 10-year 15.25%.

SOAVX returns outperform the peer average of 12.44% 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.