SLPSX Mutual Fund

NAV$117.18

Returns Overview

1 Month
+3.42%
3 Months
+20.45%
6 Months
+20.93%
YTD
+19.69%
1 Year
+36.54%
3 Years (annualized)
+14.45%
5 Years (annualized)
+3.38%
10 Years (annualized)
+7.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLPSX 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)
+19.69%
Peer Avg (YTD)
+18.52%
vs Peers
+1.17%

SLPSX Mutual Fund Performance

SLPSX performance across multiple time periods: 1-month 3.42%, YTD 19.69%, 1-year 36.54%, 3-year 14.45%, 5-year 3.38%, 10-year 7.91%.

SLPSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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