SLCVX Mutual Fund

SLCVX Mutual Fund

NAV$26.15
See how much of SLCVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.31%
3 Months
-8.26%
6 Months
+0.78%
YTD
-3.31%
1 Year
+0.16%
3 Years (annualized)
+11.05%
5 Years (annualized)
+13.92%
10 Years (annualized)
+13.14%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Value Total Return USD(^SP500VTR:SP)
This Mutual Fund (YTD)
-3.31%
Peer Avg (YTD)
+10.00%
vs Peers
-13.31%

SLCVX Mutual Fund Performance

SLCVX performance across multiple time periods: 1-month -4.31%, YTD -3.31%, 1-year 0.16%, 3-year 11.05%, 5-year 13.92%, 10-year 13.14%.

SLCVX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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