SOPIX Mutual Fund

SOPIX Mutual Fund

NAV$31.20
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Returns Overview

1 Month
+7.18%
3 Months
+0.13%
6 Months
-3.04%
YTD
-10.47%
1 Year
-7.72%
3 Years (annualized)
-18.10%
5 Years (annualized)
+22.53%
10 Years (annualized)
-4.53%

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
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📉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
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
-10.47%
Peer Avg (YTD)
+1.16%
vs Peers
-11.62%

SOPIX Mutual Fund Performance

SOPIX performance across multiple time periods: 1-month 7.18%, YTD -10.47%, 1-year -7.72%, 3-year -18.10%, 5-year 22.53%, 10-year -4.53%.

SOPIX returns trail the peer average of 1.16% 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.