SOIMX Mutual Fund

SOIMX Mutual Fund

NAV$8.33
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Returns Overview

1 Month
+3.99%
3 Months
-1.47%
6 Months
-2.13%
YTD
-1.03%
1 Year
-0.66%
3 Years (annualized)
+3.64%
5 Years (annualized)
-0.15%
10 Years (annualized)
+1.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOIMX 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
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📉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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-1.03%
Peer Avg (YTD)
-0.87%
vs Peers
-0.16%

SOIMX Mutual Fund Performance

SOIMX performance across multiple time periods: 1-month 3.99%, YTD -1.03%, 1-year -0.66%, 3-year 3.64%, 5-year -0.15%, 10-year 1.26%.

SOIMX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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