SAOPX Mutual Fund

NAV$12.21

Returns Overview

1 Month
+0.90%
3 Months
+5.57%
6 Months
+12.81%
1 Year
+11.75%
3 Years
+7.18%
5 Years
+9.53%
10 Years
+9.87%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SAOPX 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
S&P 500 Index(SPX)

SAOPX Mutual Fund Performance

SAOPX performance across multiple time periods: 1-month 0.90%, 1-year 11.75%, 3-year 7.18%, 5-year 9.53%, 10-year 9.87%.

SAOPX returns can be compared against peers and benchmarks. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

SAOPX performance comparison shows side-by-side returns with another fund. SAOPX alternatives are available in the Mutual Fund Screener.