FSOPX Mutual Fund

FSOPX Mutual Fund

NAV$14.99
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Returns Overview

1 Month
+1.16%
3 Months
-5.51%
6 Months
-20.65%
YTD
+14.53%
1 Year
+19.50%
3 Years (annualized)
+22.52%
5 Years (annualized)
+8.80%
10 Years (annualized)
+12.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSOPX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+14.53%
Peer Avg (YTD)
+14.00%
vs Peers
+0.53%

FSOPX Mutual Fund Performance

FSOPX performance across multiple time periods: 1-month 1.16%, YTD 14.53%, 1-year 19.50%, 3-year 22.52%, 5-year 8.80%, 10-year 12.57%.

FSOPX returns outperform the peer average of 14.00% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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