SOIAX Mutual Fund

NAV$8.63

Returns Overview

1 Month
+2.25%
3 Months
+11.11%
6 Months
+16.29%
YTD
+16.14%
1 Year
+16.36%
3 Years (annualized)
+9.62%
5 Years (annualized)
+4.49%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI US REIT Index(RMS N)
This Mutual Fund (YTD)
+16.14%
Peer Avg (YTD)
+11.24%
vs Peers
+4.90%

SOIAX Mutual Fund Performance

SOIAX performance across multiple time periods: 1-month 2.25%, YTD 16.14%, 1-year 16.36%, 3-year 9.62%, 5-year 4.49%.

SOIAX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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