SAOPX Mutual Fund

SAOPX Mutual Fund

NAV$13.89
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Returns Overview

1 Month
-2.32%
3 Months
+5.82%
6 Months
+12.82%
YTD
+8.90%
1 Year
+14.16%
3 Years (annualized)
+18.49%
5 Years (annualized)
+13.07%
10 Years (annualized)
+12.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAOPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+9.91%
vs Peers
-1.01%

SAOPX Mutual Fund Performance

SAOPX performance across multiple time periods: 1-month -2.32%, YTD 8.90%, 1-year 14.16%, 3-year 18.49%, 5-year 13.07%, 10-year 12.41%.

SAOPX returns trail the peer average of 9.91% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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