SLCAX Mutual Fund

SLCAX Mutual Fund

NAV$14.61
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Returns Overview

1 Month
+1.23%
3 Months
+4.97%
6 Months
+10.49%
YTD
+12.19%
1 Year
+22.49%
3 Years (annualized)
+18.71%
5 Years (annualized)
+11.86%
10 Years (annualized)
+13.40%

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)
+12.19%
Peer Avg (YTD)
+9.41%
vs Peers
+2.77%

SLCAX Mutual Fund Performance

SLCAX performance across multiple time periods: 1-month 1.23%, YTD 12.19%, 1-year 22.49%, 3-year 18.71%, 5-year 11.86%, 10-year 13.40%.

SLCAX returns outperform the peer average of 9.41% 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.