SFLNX Mutual Fund

SFLNX Mutual Fund

NAV$39.05
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Returns Overview

1 Month
+3.97%
3 Months
+3.50%
6 Months
+9.55%
YTD
+20.53%
1 Year
+25.05%
3 Years (annualized)
+23.75%
5 Years (annualized)
+13.65%
10 Years (annualized)
+14.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFLNX 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
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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+20.53%
Peer Avg (YTD)
+12.44%
vs Peers
+8.09%

SFLNX Mutual Fund Performance

SFLNX performance across multiple time periods: 1-month 3.97%, YTD 20.53%, 1-year 25.05%, 3-year 23.75%, 5-year 13.65%, 10-year 14.76%.

SFLNX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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