SOKAX Mutual Fund

SOKAX Mutual Fund

NAV$12.24
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Returns Overview

1 Month
+0.93%
3 Months
+0.03%
6 Months
+1.87%
YTD
+6.79%
1 Year
+8.78%
3 Years (annualized)
+13.36%
5 Years (annualized)
+3.73%
10 Years (annualized)
+5.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOKAX 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 Total Return
This Mutual Fund (YTD)
+6.79%
Peer Avg (YTD)
+2.95%
vs Peers
+3.84%

SOKAX Mutual Fund Performance

SOKAX performance across multiple time periods: 1-month 0.93%, YTD 6.79%, 1-year 8.78%, 3-year 13.36%, 5-year 3.73%, 10-year 5.65%.

SOKAX returns outperform the peer average of 2.95% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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