SOPSX Mutual Fund

SOPSX Mutual Fund

NAV$23.82
See how much of SOPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.91%
3 Months
+2.49%
6 Months
-15.59%
YTD
-14.56%
1 Year
-19.44%
3 Years (annualized)
-17.61%
5 Years (annualized)
+19.92%
10 Years (annualized)
-5.61%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
-14.56%
Peer Avg (YTD)
+6.77%
vs Peers
-21.33%

SOPSX Mutual Fund Performance

SOPSX performance across multiple time periods: 1-month -3.91%, YTD -14.56%, 1-year -19.44%, 3-year -17.61%, 5-year 19.92%, 10-year -5.61%.

SOPSX returns trail the peer average of 6.77% 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.