FSOPX Mutual Fund

NAV$20.38

Returns Overview

1 Month
+6.65%
3 Months
+19.02%
6 Months
+24.60%
YTD
+23.16%
1 Year
+44.45%
3 Years (annualized)
+21.86%
5 Years (annualized)
+12.29%
10 Years (annualized)
+13.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSOPX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+23.16%
Peer Avg (YTD)
+18.52%
vs Peers
+4.63%

FSOPX Mutual Fund Performance

FSOPX performance across multiple time periods: 1-month 6.65%, YTD 23.16%, 1-year 44.45%, 3-year 21.86%, 5-year 12.29%, 10-year 13.77%.

FSOPX returns outperform the peer average of 18.52% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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