SOPAX Mutual Fund

SOPAX Mutual Fund

NAV$31.29
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Returns Overview

1 Month
-4.90%
3 Months
-0.12%
6 Months
+6.30%
YTD
+5.67%
1 Year
+7.13%
3 Years (annualized)
+14.46%
5 Years (annualized)
+9.95%
10 Years (annualized)
+11.96%

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
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📉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)
+5.67%
Peer Avg (YTD)
+9.98%
vs Peers
-4.31%

SOPAX Mutual Fund Performance

SOPAX performance across multiple time periods: 1-month -4.90%, YTD 5.67%, 1-year 7.13%, 3-year 14.46%, 5-year 9.95%, 10-year 11.96%.

SOPAX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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