NSOPX Mutual Fund

NAV$20.90

Returns Overview

1 Month
-0.25%
3 Months
+13.91%
6 Months
+9.46%
YTD
+8.87%
1 Year
+24.97%
3 Years (annualized)
+13.31%
5 Years (annualized)
+5.12%
10 Years (annualized)
+9.46%

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
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
S&P Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+8.87%
Peer Avg (YTD)
+6.73%
vs Peers
+2.15%

NSOPX Mutual Fund Performance

NSOPX performance across multiple time periods: 1-month -0.25%, YTD 8.87%, 1-year 24.97%, 3-year 13.31%, 5-year 5.12%, 10-year 9.46%.

NSOPX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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