SOAEX Mutual Fund

SOAEX Mutual Fund

NAV$15.03
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Returns Overview

1 Month
-3.65%
3 Months
+9.66%
6 Months
+5.72%
YTD
+32.71%
1 Year
+31.70%
3 Years (annualized)
+22.50%
5 Years (annualized)
+21.21%
10 Years (annualized)
+7.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOAEX 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)
+32.71%
Peer Avg (YTD)
+19.29%
vs Peers
+13.42%

SOAEX Mutual Fund Performance

SOAEX performance across multiple time periods: 1-month -3.65%, YTD 32.71%, 1-year 31.70%, 3-year 22.50%, 5-year 21.21%, 10-year 7.11%.

SOAEX returns outperform the peer average of 19.29% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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