SLRYX Mutual Fund

SLRYX Mutual Fund

NAV$48.63
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Returns Overview

1 Month
+2.45%
3 Months
-0.11%
6 Months
+12.64%
YTD
+12.13%
1 Year
+19.01%
3 Years (annualized)
+24.16%
5 Years (annualized)
+17.02%
10 Years (annualized)
+19.43%

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
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📉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)
+12.13%
Peer Avg (YTD)
+8.51%
vs Peers
+3.62%

SLRYX Mutual Fund Performance

SLRYX performance across multiple time periods: 1-month 2.45%, YTD 12.13%, 1-year 19.01%, 3-year 24.16%, 5-year 17.02%, 10-year 19.43%.

SLRYX returns outperform the peer average of 8.51% 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.