SLPIX Mutual Fund

SLPIX Mutual Fund

NAV$138.66
See how much of SLPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.14%
3 Months
-4.69%
6 Months
-0.58%
YTD
+10.91%
1 Year
+12.03%
3 Years (annualized)
+17.54%
5 Years (annualized)
+2.96%
10 Years (annualized)
+7.78%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
+10.91%
Peer Avg (YTD)
+12.21%
vs Peers
-1.30%

SLPIX Mutual Fund Performance

SLPIX performance across multiple time periods: 1-month 0.14%, YTD 10.91%, 1-year 12.03%, 3-year 17.54%, 5-year 2.96%, 10-year 7.78%.

SLPIX returns trail the peer average of 12.21% 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.