SOCUX Mutual Fund

SOCUX Mutual Fund

NAV$20.32
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Returns Overview

1 Month
-5.65%
3 Months
-11.81%
6 Months
-12.16%
YTD
-6.15%
1 Year
-7.33%
3 Years (annualized)
+12.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOCUX 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
PROUpgrade to run
🏦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)
-6.15%
Peer Avg (YTD)
+9.98%
vs Peers
-16.13%

SOCUX Mutual Fund Performance

SOCUX performance across multiple time periods: 1-month -5.65%, YTD -6.15%, 1-year -7.33%, 3-year 12.52%.

SOCUX returns trail the peer average of 9.98% YTD. With an expense ratio of 2.29%, investors should weigh costs against performance when evaluating this mutual fund.

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