SOKAX Mutual Fund

SOKAX Mutual Fund

NAV$12.57
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Returns Overview

1 Month
+0.12%
3 Months
+1.84%
6 Months
+4.99%
YTD
+7.23%
1 Year
+14.96%
3 Years (annualized)
+10.86%
5 Years (annualized)
+4.74%
10 Years (annualized)
+6.07%

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)
+7.23%
Peer Avg (YTD)
+3.39%
vs Peers
+3.84%

SOKAX Mutual Fund Performance

SOKAX performance across multiple time periods: 1-month 0.12%, YTD 7.23%, 1-year 14.96%, 3-year 10.86%, 5-year 4.74%, 10-year 6.07%.

SOKAX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.35%, 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.