SLLAX Mutual Fund

NAV$15.44

Returns Overview

1 Month
+5.57%
3 Months
+18.91%
6 Months
+21.26%
YTD
+20.31%
1 Year
+33.39%
3 Years (annualized)
+15.93%
5 Years (annualized)
+7.72%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLLAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.31%
Peer Avg (YTD)
+18.52%
vs Peers
+1.78%

SLLAX Mutual Fund Performance

SLLAX performance across multiple time periods: 1-month 5.57%, YTD 20.31%, 1-year 33.39%, 3-year 15.93%, 5-year 7.72%, 10-year 10.45%.

SLLAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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