SOPSX Mutual Fund

SOPSX Mutual Fund

NAV$26.53
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Returns Overview

1 Month
+7.07%
3 Months
-0.12%
6 Months
-3.52%
YTD
-11.18%
1 Year
-8.63%
3 Years (annualized)
-18.89%
5 Years (annualized)
+21.30%
10 Years (annualized)
-5.20%

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
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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)
-11.18%
Peer Avg (YTD)
+1.16%
vs Peers
-12.34%

SOPSX Mutual Fund Performance

SOPSX performance across multiple time periods: 1-month 7.07%, YTD -11.18%, 1-year -8.63%, 3-year -18.89%, 5-year 21.30%, 10-year -5.20%.

SOPSX returns trail the peer average of 1.16% 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.