SLPIX Mutual Fund

NAV$149.90

Returns Overview

1 Month
+3.50%
3 Months
+20.75%
6 Months
+21.51%
YTD
+20.26%
1 Year
+37.91%
3 Years (annualized)
+15.61%
5 Years (annualized)
+4.43%
10 Years (annualized)
+8.99%

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

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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
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
+20.26%
Peer Avg (YTD)
+18.52%
vs Peers
+1.74%

SLPIX Mutual Fund Performance

SLPIX performance across multiple time periods: 1-month 3.50%, YTD 20.26%, 1-year 37.91%, 3-year 15.61%, 5-year 4.43%, 10-year 8.99%.

SLPIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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