SLPAX Mutual Fund

SLPAX Mutual Fund

NAV$13.84
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Returns Overview

1 Month
-2.21%
3 Months
+3.31%
6 Months
+10.30%
YTD
+15.21%
1 Year
+27.91%
3 Years (annualized)
+14.98%
5 Years (annualized)
+7.88%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLPAX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+15.21%
Peer Avg (YTD)
+15.31%
vs Peers
-0.10%

SLPAX Mutual Fund Performance

SLPAX performance across multiple time periods: 1-month -2.21%, YTD 15.21%, 1-year 27.91%, 3-year 14.98%, 5-year 7.88%, 10-year 9.93%.

SLPAX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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