SLCVX Mutual Fund

NAV$27.66

Returns Overview

1 Month
+4.12%
3 Months
+9.85%
6 Months
+6.18%
YTD
+5.39%
1 Year
+9.85%
3 Years (annualized)
+12.83%
5 Years (annualized)
+15.41%
10 Years (annualized)
+14.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLCVX 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 Value Total Return USD(^SP500VTR:SP)
This Mutual Fund (YTD)
+5.39%
Peer Avg (YTD)
+9.49%
vs Peers
-4.10%

SLCVX Mutual Fund Performance

SLCVX performance across multiple time periods: 1-month 4.12%, YTD 5.39%, 1-year 9.85%, 3-year 12.83%, 5-year 15.41%, 10-year 14.17%.

SLCVX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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