SOPSX Mutual Fund

SOPSX Mutual Fund

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Returns Overview

1 Month
+6.93%
3 Months
-3.41%
6 Months
-10.04%
YTD
-11.08%
1 Year
-16.71%
3 Years (annualized)
-16.14%
5 Years (annualized)
-13.29%
10 Years (annualized)
-19.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOPSX 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
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
-11.08%
Peer Avg (YTD)
-0.65%
vs Peers
-10.44%

SOPSX Mutual Fund Performance

SOPSX performance across multiple time periods: 1-month 6.93%, YTD -11.08%, 1-year -16.71%, 3-year -16.14%, 5-year -13.29%, 10-year -19.69%.

SOPSX returns trail the peer average of -0.65% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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