SLGFX Mutual Fund

SLGFX Mutual Fund

NAV$24.06
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Returns Overview

1 Month
-0.68%
3 Months
+1.39%
6 Months
+5.58%
YTD
+10.98%
1 Year
+11.55%
3 Years (annualized)
+22.85%
5 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLGFX 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)
+10.98%
Peer Avg (YTD)
+9.28%
vs Peers
+1.70%

SLGFX Mutual Fund Performance

SLGFX performance across multiple time periods: 1-month -0.68%, YTD 10.98%, 1-year 11.55%, 3-year 22.85%, 5-year 11.03%.

SLGFX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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