SOPXX Mutual Fund

SOPXX Mutual Fund

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Returns Overview

1 Month
+0.29%
3 Months
+0.88%
6 Months
+1.77%
YTD
+1.77%
1 Year
+3.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOPXX 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

This Mutual Fund (YTD)
+1.77%
Peer Avg (YTD)
+1.70%
vs Peers
+0.08%

SOPXX Mutual Fund Performance

SOPXX performance across multiple time periods: 1-month 0.29%, YTD 1.77%, 1-year 3.49%.

SOPXX returns outperform the peer average of 1.70% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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