SOPYX Mutual Fund

SOPYX Mutual Fund

NAV$33.61
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Returns Overview

1 Month
+3.47%
3 Months
+3.43%
6 Months
+6.85%
YTD
+9.59%
1 Year
+17.01%
3 Years (annualized)
+14.32%
5 Years (annualized)
+10.85%
10 Years (annualized)
+12.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOPYX 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

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.59%
Peer Avg (YTD)
+9.41%
vs Peers
+0.18%

SOPYX Mutual Fund Performance

SOPYX performance across multiple time periods: 1-month 3.47%, YTD 9.59%, 1-year 17.01%, 3-year 14.32%, 5-year 10.85%, 10-year 12.33%.

SOPYX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

SOPYX vs another fund shows side-by-side returns. SOPYX alternatives are available in the Mutual Fund Screener.