SLIYX Mutual Fund

SLIYX Mutual Fund

NAV$10.47
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Returns Overview

1 Month
+1.14%
3 Months
+1.71%
6 Months
+2.47%
YTD
+4.00%
1 Year
+8.06%
3 Years (annualized)
+8.92%
5 Years (annualized)
+3.75%
10 Years (annualized)
+4.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLIYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+4.00%
Peer Avg (YTD)
+5.54%
vs Peers
-1.54%

SLIYX Mutual Fund Performance

SLIYX performance across multiple time periods: 1-month 1.14%, YTD 4.00%, 1-year 8.06%, 3-year 8.92%, 5-year 3.75%, 10-year 4.95%.

SLIYX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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