SOIAX ETF

$8.25
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Returns Overview

1 Month
+2.98%
3 Months
+2.16%
6 Months
+4.32%
YTD
+2.85%
1 Year
+1.82%
3 Years
+3.33%
5 Years
+5.17%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SOIAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US REIT Index(RMS N)
This ETF (YTD)
+2.85%
Peer Avg (YTD)
+2.68%
vs Peers
+0.16%

SOIAX ETF Performance

SOIAX performance across multiple time periods: 1-month 2.98%, YTD 2.85%, 1-year 1.82%, 3-year 3.33%, 5-year 5.17%.

SOIAX returns outperform the peer average of 2.68% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this ETF.

SOIAX performance comparison shows side-by-side returns with another fund. SOIAX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.98%N/A
3 Months+2.16%N/A
6 Months+4.32%N/A
1 Year+1.82%N/A
3 Years+3.33%N/A
5 Years+5.17%N/A

All returns shown are total returns, not annualized