SLCAX Mutual Fund

SLCAX Mutual Fund

NAV$14.47
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Returns Overview

1 Month
+1.94%
3 Months
+3.34%
6 Months
+11.95%
YTD
+14.36%
1 Year
+21.01%
3 Years (annualized)
+20.55%
5 Years (annualized)
+11.91%
10 Years (annualized)
+13.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLCAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+14.36%
Peer Avg (YTD)
+11.21%
vs Peers
+3.15%

SLCAX Mutual Fund Performance

SLCAX performance across multiple time periods: 1-month 1.94%, YTD 14.36%, 1-year 21.01%, 3-year 20.55%, 5-year 11.91%, 10-year 13.69%.

SLCAX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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