SLESX Mutual Fund

SLESX Mutual Fund

NAV$12.97
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Returns Overview

1 Month
+2.20%
3 Months
+2.03%
6 Months
+8.65%
YTD
+9.57%
1 Year
+16.32%
3 Years (annualized)
+16.71%
5 Years (annualized)
+10.05%
10 Years (annualized)
+7.86%

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
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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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+9.57%
Peer Avg (YTD)
+11.40%
vs Peers
-1.84%

SLESX Mutual Fund Performance

SLESX performance across multiple time periods: 1-month 2.20%, YTD 9.57%, 1-year 16.32%, 3-year 16.71%, 5-year 10.05%, 10-year 7.86%.

SLESX returns trail the peer average of 11.40% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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