SLHIX Mutual Fund

SLHIX Mutual Fund

NAV$3.74
See how much of SLHIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
-0.60%
6 Months
+7.99%
YTD
+9.10%
1 Year
+11.39%
3 Years (annualized)
+5.63%
5 Years (annualized)
+5.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLHIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
HFRX Equity Hedge Index(HFRXEH)
This Mutual Fund (YTD)
+9.10%
Peer Avg (YTD)
+5.80%
vs Peers
+3.30%

SLHIX Mutual Fund Performance

SLHIX performance across multiple time periods: YTD 9.10%, 1-year 11.39%, 3-year 5.63%, 5-year 5.52%.

SLHIX returns outperform the peer average of 5.80% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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