SAOCX

Mutual fund

$43.23 -$0.24 (-0.55%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $34.95High $43.57

Has SAOCX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SAOCX returned +20.3%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SAOCX
+20.3%
S&P 500
+16.6%
Largest decline 
SAOCX
5.9%
S&P 500
8.9%
Risk-adjusted return 
SAOCX
1.56
S&P 500
0.97
Downside risk-adjusted return 
SAOCX
2.34
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodSAOCXS&P 500
1 month +0.2% +0.6%
3 months +4.1% +3.4%
Year to date +20.1% +13.3%
1 year +20.3% +16.6%
3 years (annualized) +8.6% +23.1%

Volatility (1-year, annualized): 9.6% · Largest decline (max drawdown, since Oct 2021): 52.1%

How are your investments doing?

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