SOPIX Mutual Fund

SOPIX Mutual Fund

NAV$27.98
See how much of SOPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.79%
3 Months
+2.76%
6 Months
-15.14%
YTD
-13.98%
1 Year
-19.08%
3 Years (annualized)
-18.76%
5 Years (annualized)
+19.42%
10 Years (annualized)
-5.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOPIX 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
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
-13.98%
Peer Avg (YTD)
+6.77%
vs Peers
-20.74%

SOPIX Mutual Fund Performance

SOPIX performance across multiple time periods: 1-month -3.79%, YTD -13.98%, 1-year -19.08%, 3-year -18.76%, 5-year 19.42%, 10-year -5.62%.

SOPIX returns trail the peer average of 6.77% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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