SLGYX Mutual Fund

SLGYX Mutual Fund

NAV$24.57
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Returns Overview

1 Month
+4.16%
3 Months
+0.67%
6 Months
+13.09%
YTD
+3.40%
1 Year
+10.54%
3 Years (annualized)
+24.44%
5 Years (annualized)
+19.08%
10 Years (annualized)
+25.76%

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)
+3.40%
Peer Avg (YTD)
+8.51%
vs Peers
-5.11%

SLGYX Mutual Fund Performance

SLGYX performance across multiple time periods: 1-month 4.16%, YTD 3.40%, 1-year 10.54%, 3-year 24.44%, 5-year 19.08%, 10-year 25.76%.

SLGYX returns trail the peer average of 8.51% YTD. With an expense ratio of 2.23%, investors should weigh costs against performance when evaluating this mutual fund.

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