SAOPX Mutual Fund

NAV$12.97

Returns Overview

1 Month
+0.46%
3 Months
+10.13%
6 Months
+7.65%
YTD
+6.39%
1 Year
+30.28%
3 Years
+10.53%
5 Years
+7.80%
10 Years
+9.40%

Risk Metrics (1-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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.39%
Peer Avg (YTD)
+9.18%
vs Peers
-2.79%

SAOPX Mutual Fund Performance

SAOPX performance across multiple time periods: 1-month 0.46%, YTD 6.39%, 1-year 30.28%, 3-year 10.53%, 5-year 7.80%, 10-year 9.40%.

SAOPX returns trail the peer average of 9.18% YTD. 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.