SOUAX Mutual Fund

SOUAX Mutual Fund

NAV$7.21
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Returns Overview

1 Month
-0.14%
3 Months
+0.74%
6 Months
+0.71%
YTD
-0.14%
1 Year
+0.39%
3 Years (annualized)
+3.69%
5 Years (annualized)
+1.94%
10 Years (annualized)
+2.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOUAX 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
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📉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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
-0.14%
Peer Avg (YTD)
+0.23%
vs Peers
-0.37%

SOUAX Mutual Fund Performance

SOUAX performance across multiple time periods: 1-month -0.14%, YTD -0.14%, 1-year 0.39%, 3-year 3.69%, 5-year 1.94%, 10-year 2.80%.

SOUAX returns trail the peer average of 0.23% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

SOUAX performance comparison shows side-by-side returns with another fund. SOUAX alternatives are available in the Mutual Fund Screener.