SLMCX Mutual Fund

NAV$239.05

Returns Overview

1 Month
+5.68%
3 Months
+50.00%
6 Months
+58.63%
YTD
+54.76%
1 Year
+109.37%
3 Years (annualized)
+53.33%
5 Years (annualized)
+34.39%
10 Years (annualized)
+36.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLMCX 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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+54.76%
Peer Avg (YTD)
+16.06%
vs Peers
+38.70%

SLMCX Mutual Fund Performance

SLMCX performance across multiple time periods: 1-month 5.68%, YTD 54.76%, 1-year 109.37%, 3-year 53.33%, 5-year 34.39%, 10-year 36.95%.

SLMCX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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