SOPSX Mutual Fund

NAV$25.09

Returns Overview

1 Month
-0.25%
3 Months
-21.78%
6 Months
-16.67%
YTD
-16.84%
1 Year
-23.56%
3 Years (annualized)
-18.70%
5 Years (annualized)
-14.65%
10 Years (annualized)
-20.52%

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
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)
-16.84%
Peer Avg (YTD)
+12.13%
vs Peers
-28.98%

SOPSX Mutual Fund Performance

SOPSX performance across multiple time periods: 1-month -0.25%, YTD -16.84%, 1-year -23.56%, 3-year -18.70%, 5-year -14.65%, 10-year -20.52%.

SOPSX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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