SOAVX Mutual Fund

SOAVX Mutual Fund

NAV$40.97
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Returns Overview

1 Month
+0.05%
3 Months
+1.09%
6 Months
+17.58%
YTD
+13.90%
1 Year
+15.55%
3 Years (annualized)
+23.44%
5 Years (annualized)
+14.79%
10 Years (annualized)
+15.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOAVX 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)
+13.90%
Peer Avg (YTD)
+10.00%
vs Peers
+3.90%

SOAVX Mutual Fund Performance

SOAVX performance across multiple time periods: 1-month 0.05%, YTD 13.90%, 1-year 15.55%, 3-year 23.44%, 5-year 14.79%, 10-year 15.25%.

SOAVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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