FSOPX Mutual Fund

FSOPX Mutual Fund

NAV$14.78
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Returns Overview

1 Month
-0.10%
3 Months
+3.64%
6 Months
+10.09%
YTD
+21.09%
1 Year
+30.88%
3 Years (annualized)
+19.90%
5 Years (annualized)
+10.91%
10 Years (annualized)
+12.90%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+21.09%
Peer Avg (YTD)
+15.20%
vs Peers
+5.89%

FSOPX Mutual Fund Performance

FSOPX performance across multiple time periods: 1-month -0.10%, YTD 21.09%, 1-year 30.88%, 3-year 19.90%, 5-year 10.91%, 10-year 12.90%.

FSOPX returns outperform the peer average of 15.20% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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