SOIVX Mutual Fund

NAV$38.82

Returns Overview

1 Month
-0.16%
3 Months
+16.41%
6 Months
+13.59%
YTD
+12.86%
1 Year
+25.17%
3 Years (annualized)
+24.67%
5 Years (annualized)
+16.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOIVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.86%
Peer Avg (YTD)
+9.49%
vs Peers
+3.37%

SOIVX Mutual Fund Performance

SOIVX performance across multiple time periods: 1-month -0.16%, YTD 12.86%, 1-year 25.17%, 3-year 24.67%, 5-year 16.03%.

SOIVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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