SOIVX Mutual Fund

SOIVX Mutual Fund

NAV$38.53
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Returns Overview

1 Month
-2.30%
3 Months
+0.72%
6 Months
+3.02%
YTD
+11.52%
1 Year
+9.59%
3 Years (annualized)
+26.07%
5 Years (annualized)
+12.92%
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)
+11.52%
Peer Avg (YTD)
+12.44%
vs Peers
-0.92%

SOIVX Mutual Fund Performance

SOIVX performance across multiple time periods: 1-month -2.30%, YTD 11.52%, 1-year 9.59%, 3-year 26.07%, 5-year 12.92%, 10-year 15.07%.

SOIVX returns trail 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.