SLPIX Mutual Fund

SLPIX Mutual Fund

NAV$137.81
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Returns Overview

1 Month
+0.64%
3 Months
+0.79%
6 Months
+11.84%
YTD
+18.33%
1 Year
+23.72%
3 Years (annualized)
+14.44%
5 Years (annualized)
+4.26%
10 Years (annualized)
+7.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLPIX 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
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
+18.33%
Peer Avg (YTD)
+15.20%
vs Peers
+3.13%

SLPIX Mutual Fund Performance

SLPIX performance across multiple time periods: 1-month 0.64%, YTD 18.33%, 1-year 23.72%, 3-year 14.44%, 5-year 4.26%, 10-year 7.91%.

SLPIX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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