NSOPX Mutual Fund

NSOPX Mutual Fund

NAV$21.12
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Returns Overview

1 Month
+0.45%
3 Months
+4.68%
6 Months
+9.01%
YTD
+9.36%
1 Year
+22.71%
3 Years (annualized)
+11.28%
5 Years (annualized)
+4.96%
10 Years (annualized)
+8.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSOPX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+9.36%
Peer Avg (YTD)
+6.57%
vs Peers
+2.79%

NSOPX Mutual Fund Performance

NSOPX performance across multiple time periods: 1-month 0.45%, YTD 9.36%, 1-year 22.71%, 3-year 11.28%, 5-year 4.96%, 10-year 8.81%.

NSOPX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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