SLAPX Mutual Fund

NAV$36.46

Returns Overview

1 Month
-2.91%
3 Months
-4.13%
6 Months
+7.55%
YTD
+6.74%
1 Year
+22.66%
3 Years (annualized)
+9.05%
5 Years (annualized)
+6.08%
10 Years (annualized)
+9.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLAPX 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
MSCI EM Latin America Index
This Mutual Fund (YTD)
+6.74%
Peer Avg (YTD)
+7.04%
vs Peers
-0.30%

SLAPX Mutual Fund Performance

SLAPX performance across multiple time periods: 1-month -2.91%, YTD 6.74%, 1-year 22.66%, 3-year 9.05%, 5-year 6.08%, 10-year 9.41%.

SLAPX returns trail the peer average of 7.04% YTD. With an expense ratio of 2.18%, investors should weigh costs against performance when evaluating this mutual fund.

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