SLADX Mutual Fund

NAV$45.55

Returns Overview

1 Month
-0.04%
3 Months
+10.89%
6 Months
+10.94%
YTD
+9.75%
1 Year
+26.56%
3 Years (annualized)
+23.03%
5 Years (annualized)
+11.26%
10 Years (annualized)
+13.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLADX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.75%
Peer Avg (YTD)
+9.51%
vs Peers
+0.24%

SLADX Mutual Fund Performance

SLADX performance across multiple time periods: 1-month -0.04%, YTD 9.75%, 1-year 26.56%, 3-year 23.03%, 5-year 11.26%, 10-year 13.89%.

SLADX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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