SAOTX Mutual Fund

NAV$12.01

Returns Overview

1 Month
-1.15%
3 Months
+1.35%
6 Months
+4.34%
YTD
+7.52%
1 Year
+19.10%
3 Years (annualized)
+15.63%
5 Years (annualized)
+5.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAOTX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex USA IMI Net
This Mutual Fund (YTD)
+7.52%
Peer Avg (YTD)
+5.87%
vs Peers
+1.65%

SAOTX Mutual Fund Performance

SAOTX performance across multiple time periods: 1-month -1.15%, YTD 7.52%, 1-year 19.10%, 3-year 15.63%, 5-year 5.20%.

SAOTX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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