SOKAX Mutual Fund

NAV$12.50

Returns Overview

1 Month
-0.16%
3 Months
+6.83%
6 Months
+7.47%
YTD
+7.11%
1 Year
+15.07%
3 Years (annualized)
+11.62%
5 Years (annualized)
+4.05%
10 Years (annualized)
+5.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOKAX 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 Total Return
This Mutual Fund (YTD)
+7.11%
Peer Avg (YTD)
+4.14%
vs Peers
+2.96%

SOKAX Mutual Fund Performance

SOKAX performance across multiple time periods: 1-month -0.16%, YTD 7.11%, 1-year 15.07%, 3-year 11.62%, 5-year 4.05%, 10-year 5.84%.

SOKAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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