SOUCX Mutual Fund

NAV$7.23

Returns Overview

3 Months
+0.67%
6 Months
+0.44%
YTD
-0.14%
1 Year
-0.08%
3 Years (annualized)
+3.09%
5 Years (annualized)
+1.23%
10 Years (annualized)
+1.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOUCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

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

SOUCX Mutual Fund Performance

SOUCX performance across multiple time periods: YTD -0.14%, 1-year -0.08%, 3-year 3.09%, 5-year 1.23%, 10-year 1.91%.

SOUCX returns trail the peer average of 0.23% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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