SAOIX Mutual Fund

SAOIX Mutual Fund

NAV$36.88
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Returns Overview

1 Month
-2.09%
3 Months
+3.94%
6 Months
+5.48%
YTD
+16.51%
1 Year
+18.49%
3 Years (annualized)
+9.38%
5 Years (annualized)
+5.79%
10 Years (annualized)
+3.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAOIX 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)
+16.51%
Peer Avg (YTD)
+5.11%
vs Peers
+11.40%

SAOIX Mutual Fund Performance

SAOIX performance across multiple time periods: 1-month -2.09%, YTD 16.51%, 1-year 18.49%, 3-year 9.38%, 5-year 5.79%, 10-year 3.31%.

SAOIX returns outperform the peer average of 5.11% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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