SFSLX Mutual Fund

NAV$24.06

Returns Overview

1 Month
+6.02%
3 Months
+7.27%
6 Months
+0.09%
YTD
+0.40%
1 Year
+0.23%
3 Years (annualized)
+14.07%
5 Years (annualized)
+4.77%
10 Years (annualized)
+9.66%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.40%
Peer Avg (YTD)
+8.61%
vs Peers
-8.21%

SFSLX Mutual Fund Performance

SFSLX performance across multiple time periods: 1-month 6.02%, YTD 0.40%, 1-year 0.23%, 3-year 14.07%, 5-year 4.77%, 10-year 9.66%.

SFSLX returns trail the peer average of 8.61% YTD. With an expense ratio of 2.20%, investors should weigh costs against performance when evaluating this mutual fund.

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