SOIAX Mutual Fund

SOIAX Mutual Fund

NAV$8.53
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Returns Overview

1 Month
+3.63%
3 Months
-4.72%
6 Months
-1.65%
YTD
+12.47%
1 Year
+11.72%
3 Years (annualized)
+13.10%
5 Years (annualized)
+0.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOIAX 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
MSCI US REIT Index(RMS N)
This Mutual Fund (YTD)
+12.47%
Peer Avg (YTD)
+7.23%
vs Peers
+5.25%

SOIAX Mutual Fund Performance

SOIAX performance across multiple time periods: 1-month 3.63%, YTD 12.47%, 1-year 11.72%, 3-year 13.10%, 5-year 0.05%.

SOIAX returns outperform the peer average of 7.23% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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