SAOAX Mutual Fund

SAOAX Mutual Fund

NAV$37.23
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Returns Overview

1 Month
-2.12%
3 Months
+3.87%
6 Months
+5.33%
YTD
+16.29%
1 Year
+18.19%
3 Years (annualized)
+9.29%
5 Years (annualized)
+5.92%
10 Years (annualized)
+3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAOAX 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
Morningstar Long/Short Equity Category Average
This Mutual Fund (YTD)
+16.29%
Peer Avg (YTD)
+5.11%
vs Peers
+11.18%

SAOAX Mutual Fund Performance

SAOAX performance across multiple time periods: 1-month -2.12%, YTD 16.29%, 1-year 18.19%, 3-year 9.29%, 5-year 5.92%, 10-year 3.97%.

SAOAX returns outperform the peer average of 5.11% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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