SLPIX Mutual Fund

SLPIX Mutual Fund

NAV$146.73
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Returns Overview

1 Month
-3.24%
3 Months
+4.31%
6 Months
+11.78%
YTD
+17.57%
1 Year
+31.48%
3 Years (annualized)
+12.18%
5 Years (annualized)
+4.55%
10 Years (annualized)
+8.01%

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)
+17.57%
Peer Avg (YTD)
+15.31%
vs Peers
+2.26%

SLPIX Mutual Fund Performance

SLPIX performance across multiple time periods: 1-month -3.24%, YTD 17.57%, 1-year 31.48%, 3-year 12.18%, 5-year 4.55%, 10-year 8.01%.

SLPIX returns outperform the peer average of 15.31% 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.