SLGAX Mutual Fund

SLGAX Mutual Fund

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Returns Overview

1 Month
-0.52%
3 Months
+12.48%
6 Months
+8.64%
YTD
+8.25%
1 Year
+20.03%
3 Years (annualized)
+18.31%
5 Years (annualized)
+10.56%
10 Years (annualized)
+13.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLGAX 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
Russell 1000 Index Total Return
This Mutual Fund (YTD)
+8.25%
Peer Avg (YTD)
+9.51%
vs Peers
-1.26%

SLGAX Mutual Fund Performance

SLGAX performance across multiple time periods: 1-month -0.52%, YTD 8.25%, 1-year 20.03%, 3-year 18.31%, 5-year 10.56%, 10-year 13.22%.

SLGAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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