SLPSX Mutual Fund

SLPSX Mutual Fund

NAV$111.42
See how much of SLPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.32%
3 Months
+4.06%
6 Months
+11.25%
YTD
+16.91%
1 Year
+30.18%
3 Years (annualized)
+11.06%
5 Years (annualized)
+3.51%
10 Years (annualized)
+6.95%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
+16.91%
Peer Avg (YTD)
+15.31%
vs Peers
+1.60%

SLPSX Mutual Fund Performance

SLPSX performance across multiple time periods: 1-month -3.32%, YTD 16.91%, 1-year 30.18%, 3-year 11.06%, 5-year 3.51%, 10-year 6.95%.

SLPSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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