SOIUX Mutual Fund

SOIUX Mutual Fund

NAV$21.07
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Returns Overview

1 Month
-2.87%
3 Months
-4.75%
6 Months
+2.88%
YTD
+5.06%
1 Year
+5.88%
3 Years (annualized)
+12.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOIUX 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

This Mutual Fund (YTD)
+5.06%
Peer Avg (YTD)
+9.41%
vs Peers
-4.35%

SOIUX Mutual Fund Performance

SOIUX performance across multiple time periods: 1-month -2.87%, YTD 5.06%, 1-year 5.88%, 3-year 12.63%.

SOIUX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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