SLADX Mutual Fund

SLADX Mutual Fund

NAV$45.68
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Returns Overview

1 Month
+2.46%
3 Months
-1.96%
6 Months
+2.71%
YTD
+10.87%
1 Year
+19.75%
3 Years (annualized)
+25.23%
5 Years (annualized)
+11.89%
10 Years (annualized)
+13.36%

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
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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)
+10.87%
Peer Avg (YTD)
+9.28%
vs Peers
+1.59%

SLADX Mutual Fund Performance

SLADX performance across multiple time periods: 1-month 2.46%, YTD 10.87%, 1-year 19.75%, 3-year 25.23%, 5-year 11.89%, 10-year 13.36%.

SLADX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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