SLGYX Mutual Fund

SLGYX Mutual Fund

NAV$24.22
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Returns Overview

1 Month
-0.96%
3 Months
+17.16%
6 Months
+1.20%
YTD
+1.72%
1 Year
+12.97%
3 Years (annualized)
+24.28%
5 Years (annualized)
+20.29%
10 Years (annualized)
+25.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLGYX 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
S&P 500 Growth Total Return USD(^SPTRSGX:SP)
This Mutual Fund (YTD)
+1.72%
Peer Avg (YTD)
+8.97%
vs Peers
-7.25%

SLGYX Mutual Fund Performance

SLGYX performance across multiple time periods: 1-month -0.96%, YTD 1.72%, 1-year 12.97%, 3-year 24.28%, 5-year 20.29%, 10-year 25.86%.

SLGYX returns trail the peer average of 8.97% YTD. With an expense ratio of 2.23%, investors should weigh costs against performance when evaluating this mutual fund.

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