SFSLX Mutual Fund

SFSLX Mutual Fund

NAV$24.05
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Returns Overview

1 Month
+5.20%
3 Months
+8.34%
6 Months
+6.18%
YTD
+5.61%
1 Year
+7.85%
3 Years (annualized)
+12.93%
5 Years (annualized)
+4.79%
10 Years (annualized)
+8.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFSLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.61%
Peer Avg (YTD)
+10.67%
vs Peers
-5.05%

SFSLX Mutual Fund Performance

SFSLX performance across multiple time periods: 1-month 5.20%, YTD 5.61%, 1-year 7.85%, 3-year 12.93%, 5-year 4.79%, 10-year 8.64%.

SFSLX returns trail the peer average of 10.67% YTD. With an expense ratio of 2.20%, investors should weigh costs against performance when evaluating this mutual fund.

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