SOKAX Mutual Fund

SOKAX Mutual Fund

NAV$12.33
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Returns Overview

1 Month
-2.47%
3 Months
-0.77%
6 Months
+6.01%
YTD
+6.28%
1 Year
+9.33%
3 Years (annualized)
+12.22%
5 Years (annualized)
+4.05%
10 Years (annualized)
+5.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOKAX 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 Total Return
This Mutual Fund (YTD)
+6.28%
Peer Avg (YTD)
+2.46%
vs Peers
+3.82%

SOKAX Mutual Fund Performance

SOKAX performance across multiple time periods: 1-month -2.47%, YTD 6.28%, 1-year 9.33%, 3-year 12.22%, 5-year 4.05%, 10-year 5.79%.

SOKAX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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