SLFYX Mutual Fund

SLFYX Mutual Fund

NAV$8.78
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Returns Overview

1 Month
+2.32%
3 Months
+3.76%
6 Months
+4.63%
YTD
+11.22%
1 Year
+13.72%
3 Years (annualized)
+8.14%
5 Years (annualized)
+6.57%
10 Years (annualized)
+4.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLFYX 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
Bloomberg 1-5 Year US Treasury Index
This Mutual Fund (YTD)
+11.22%
Peer Avg (YTD)
+3.78%
vs Peers
+7.45%

SLFYX Mutual Fund Performance

SLFYX performance across multiple time periods: 1-month 2.32%, YTD 11.22%, 1-year 13.72%, 3-year 8.14%, 5-year 6.57%, 10-year 4.24%.

SLFYX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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