SOPVX Mutual Fund

NAV$55.35

Returns Overview

1 Month
-0.97%
3 Months
+14.61%
6 Months
+7.77%
YTD
+7.34%
1 Year
+13.17%
3 Years (annualized)
+13.98%
5 Years (annualized)
+8.44%
10 Years (annualized)
+12.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOPVX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.34%
Peer Avg (YTD)
+8.97%
vs Peers
-1.63%

SOPVX Mutual Fund Performance

SOPVX performance across multiple time periods: 1-month -0.97%, YTD 7.34%, 1-year 13.17%, 3-year 13.98%, 5-year 8.44%, 10-year 12.66%.

SOPVX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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