SOAIX Mutual Fund

SOAIX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
-3.93%
3 Months
-4.95%
6 Months
-3.87%
YTD
-3.80%
1 Year
-3.12%
3 Years (annualized)
+4.89%
5 Years (annualized)
+0.63%
10 Years (annualized)
+2.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOAIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.80%
Peer Avg (YTD)
+0.50%
vs Peers
-4.30%

SOAIX Mutual Fund Performance

SOAIX performance across multiple time periods: 1-month -3.93%, YTD -3.80%, 1-year -3.12%, 3-year 4.89%, 5-year 0.63%, 10-year 2.62%.

SOAIX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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