SLCVX Mutual Fund

SLCVX Mutual Fund

NAV$27.38
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Returns Overview

1 Month
-4.45%
3 Months
-0.55%
6 Months
-1.88%
YTD
+0.71%
1 Year
+4.08%
3 Years (annualized)
+10.26%
5 Years (annualized)
+8.73%
10 Years (annualized)
+10.15%

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
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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
S&P 500 Value Total Return USD(^SP500VTR:SP)
This Mutual Fund (YTD)
+0.71%
Peer Avg (YTD)
+11.41%
vs Peers
-10.71%

SLCVX Mutual Fund Performance

SLCVX performance across multiple time periods: 1-month -4.45%, YTD 0.71%, 1-year 4.08%, 3-year 10.26%, 5-year 8.73%, 10-year 10.15%.

SLCVX returns trail the peer average of 11.41% 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.