SLESX Mutual Fund

NAV$12.92

Returns Overview

1 Month
-0.51%
3 Months
+10.34%
6 Months
+7.10%
YTD
+6.84%
1 Year
+17.52%
3 Years (annualized)
+16.45%
5 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLESX 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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+6.84%
Peer Avg (YTD)
+8.36%
vs Peers
-1.52%

SLESX Mutual Fund Performance

SLESX performance across multiple time periods: 1-month -0.51%, YTD 6.84%, 1-year 17.52%, 3-year 16.45%, 5-year 10.29%.

SLESX returns trail the peer average of 8.36% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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