SOAUX Mutual Fund

SOAUX Mutual Fund

NAV$20.19
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Returns Overview

1 Month
-5.59%
3 Months
-11.63%
6 Months
-11.83%
YTD
-5.61%
1 Year
-6.62%
3 Years (annualized)
+13.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOAUX 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
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📉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

This Mutual Fund (YTD)
-5.61%
Peer Avg (YTD)
+9.98%
vs Peers
-15.60%

SOAUX Mutual Fund Performance

SOAUX performance across multiple time periods: 1-month -5.59%, YTD -5.61%, 1-year -6.62%, 3-year 13.38%.

SOAUX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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