SLGYX Mutual Fund

SLGYX Mutual Fund

NAV$24.08
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Returns Overview

1 Month
-2.41%
3 Months
+3.78%
6 Months
+3.09%
YTD
-0.73%
1 Year
+6.28%
3 Years (annualized)
+22.12%
5 Years (annualized)
+12.85%
10 Years (annualized)
+16.15%

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)
-0.73%
Peer Avg (YTD)
+6.23%
vs Peers
-6.97%

SLGYX Mutual Fund Performance

SLGYX performance across multiple time periods: 1-month -2.41%, YTD -0.73%, 1-year 6.28%, 3-year 22.12%, 5-year 12.85%, 10-year 16.15%.

SLGYX returns trail the peer average of 6.23% 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.