SOPYX Mutual Fund

SOPYX Mutual Fund

NAV$32.87
See how much of SOPYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.87%
3 Months
-0.05%
6 Months
+6.43%
YTD
+5.86%
1 Year
+7.39%
3 Years (annualized)
+15.57%
5 Years (annualized)
+10.64%
10 Years (annualized)
+12.56%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.86%
Peer Avg (YTD)
+9.98%
vs Peers
-4.12%

SOPYX Mutual Fund Performance

SOPYX performance across multiple time periods: 1-month -4.87%, YTD 5.86%, 1-year 7.39%, 3-year 15.57%, 5-year 10.64%, 10-year 12.56%.

SOPYX returns trail the peer average of 9.98% 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.