SOAMX Mutual Fund

SOAMX Mutual Fund

NAV$8.05
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Returns Overview

1 Month
-4.80%
3 Months
-6.19%
6 Months
-4.56%
YTD
-4.60%
1 Year
-3.32%
3 Years (annualized)
+2.74%
5 Years (annualized)
-0.10%
10 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOAMX 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 Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-4.60%
Peer Avg (YTD)
-3.82%
vs Peers
-0.77%

SOAMX Mutual Fund Performance

SOAMX performance across multiple time periods: 1-month -4.80%, YTD -4.60%, 1-year -3.32%, 3-year 2.74%, 5-year -0.10%, 10-year 0.99%.

SOAMX returns trail the peer average of -3.82% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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