SAOCX Mutual Fund

SAOCX Mutual Fund

NAV$43.53
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Returns Overview

1 Month
-2.17%
3 Months
+3.69%
6 Months
+4.96%
YTD
+15.67%
1 Year
+17.32%
3 Years (annualized)
+8.48%
5 Years (annualized)
+5.09%
10 Years (annualized)
+2.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAOCX 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
Morningstar Long/Short Equity Category Average
This Mutual Fund (YTD)
+15.67%
Peer Avg (YTD)
+5.11%
vs Peers
+10.55%

SAOCX Mutual Fund Performance

SAOCX performance across multiple time periods: 1-month -2.17%, YTD 15.67%, 1-year 17.32%, 3-year 8.48%, 5-year 5.09%, 10-year 2.34%.

SAOCX returns outperform the peer average of 5.11% YTD. With an expense ratio of 2.46%, investors should weigh costs against performance when evaluating this mutual fund.

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