SOPAX Mutual Fund

NAV$31.47

Returns Overview

1 Month
+2.68%
3 Months
+1.88%
6 Months
+4.38%
YTD
+7.37%
1 Year
+13.15%
3 Years (annualized)
+12.69%
5 Years (annualized)
+9.82%
10 Years (annualized)
+11.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SOPAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.37%
Peer Avg (YTD)
+9.51%
vs Peers
-2.14%

SOPAX Mutual Fund Performance

SOPAX performance across multiple time periods: 1-month 2.68%, YTD 7.37%, 1-year 13.15%, 3-year 12.69%, 5-year 9.82%, 10-year 11.68%.

SOPAX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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