SAOTX
Prices on SharpeShare since Oct 20, 2021
52-week range
Low $10.81High $12.50
Has SAOTX beaten the S&P 500?
Since Oct 20, 2021 (to Oct 19, 2026), SAOTX returned +15.2%; the S&P 500 (SPY) returned +81.2%.
Oct 20, 2021 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.
How are your investments doing?
SharpeShare is a portfolio tracker. This is its Performance view for one holding; see it for your own portfolio.
Free for 7 days, no card. Then $9/month.
Straight from your broker. Read-only. Never a recommendation.
Returns by period
| Period | SAOTX | S&P 500 |
|---|---|---|
| 1 month | -0.5% | +0.6% |
| 3 months | +0.3% | +3.4% |
| Year to date | +18.8% | +40.5% |
| 3 years (annualized) | +15.3% | +23.1% |
Volatility (1-year, annualized): 17.0% · Largest decline (max drawdown, since Oct 2021): 28.7%
How are your investments doing?
Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.
Free for 7 days, no card. Then $9/month.
Straight from your broker. Read-only. Never a recommendation.
Can't connect your account? Type your holdings into the Free Portfolio Analyzer