SLRYX Mutual Fund

SLRYX Mutual Fund

NAV$46.56
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Returns Overview

1 Month
-1.25%
3 Months
+3.93%
6 Months
+8.93%
YTD
+9.45%
1 Year
+17.73%
3 Years (annualized)
+22.73%
5 Years (annualized)
+17.14%
10 Years (annualized)
+19.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLRYX 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
Russell 1000 Growth Index Total Return(^RLGTR)
This Mutual Fund (YTD)
+9.45%
Peer Avg (YTD)
+6.23%
vs Peers
+3.22%

SLRYX Mutual Fund Performance

SLRYX performance across multiple time periods: 1-month -1.25%, YTD 9.45%, 1-year 17.73%, 3-year 22.73%, 5-year 17.14%, 10-year 19.10%.

SLRYX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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