SOPIX Mutual Fund

NAV$29.08

Returns Overview

1 Month
-0.17%
3 Months
-21.57%
6 Months
-16.26%
YTD
-16.43%
1 Year
-23.25%
3 Years (annualized)
-19.85%
5 Years (annualized)
-15.03%
10 Years (annualized)
-8.72%

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

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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
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
-16.43%
Peer Avg (YTD)
+12.13%
vs Peers
-28.57%

SOPIX Mutual Fund Performance

SOPIX performance across multiple time periods: 1-month -0.17%, YTD -16.43%, 1-year -23.25%, 3-year -19.85%, 5-year -15.03%, 10-year -8.72%.

SOPIX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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