SOIUX Mutual Fund

SOIUX Mutual Fund

NAV$20.79
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Returns Overview

1 Month
+9.69%
3 Months
-0.14%
6 Months
-4.89%
YTD
+3.71%
1 Year
+1.94%
3 Years (annualized)
+16.65%

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
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

This Mutual Fund (YTD)
+3.71%
Peer Avg (YTD)
+9.28%
vs Peers
-5.57%

SOIUX Mutual Fund Performance

SOIUX performance across multiple time periods: 1-month 9.69%, YTD 3.71%, 1-year 1.94%, 3-year 16.65%.

SOIUX returns trail the peer average of 9.28% 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.