SAOIX Mutual Fund

SAOIX Mutual Fund

NAV$36.79
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Returns Overview

1 Month
+5.14%
3 Months
+6.09%
6 Months
+8.71%
YTD
+22.50%
1 Year
+24.54%
3 Years (annualized)
+10.22%
5 Years (annualized)
+7.68%
10 Years (annualized)
+4.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAOIX 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

Benchmark
Morningstar Long/Short Equity Category Average
This Mutual Fund (YTD)
+22.50%
Peer Avg (YTD)
+6.22%
vs Peers
+16.28%

SAOIX Mutual Fund Performance

SAOIX performance across multiple time periods: 1-month 5.14%, YTD 22.50%, 1-year 24.54%, 3-year 10.22%, 5-year 7.68%, 10-year 4.47%.

SAOIX returns outperform the peer average of 6.22% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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