SOPYX Mutual Fund

NAV$33.06

Returns Overview

1 Month
+0.11%
3 Months
+6.48%
6 Months
+6.33%
YTD
+5.91%
1 Year
+13.44%
3 Years (annualized)
+13.78%
5 Years (annualized)
+10.58%
10 Years (annualized)
+12.22%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.91%
Peer Avg (YTD)
+9.51%
vs Peers
-3.59%

SOPYX Mutual Fund Performance

SOPYX performance across multiple time periods: 1-month 0.11%, YTD 5.91%, 1-year 13.44%, 3-year 13.78%, 5-year 10.58%, 10-year 12.22%.

SOPYX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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