SOIVX Mutual Fund

SOIVX Mutual Fund

NAV$40.23
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Returns Overview

1 Month
+3.04%
3 Months
+0.92%
6 Months
+12.92%
YTD
+14.09%
1 Year
+22.05%
3 Years (annualized)
+23.81%
5 Years (annualized)
+14.13%
10 Years (annualized)
+15.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOIVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.09%
Peer Avg (YTD)
+12.44%
vs Peers
+1.65%

SOIVX Mutual Fund Performance

SOIVX performance across multiple time periods: 1-month 3.04%, YTD 14.09%, 1-year 22.05%, 3-year 23.81%, 5-year 14.13%, 10-year 15.07%.

SOIVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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