SSLCX Mutual Fund

SSLCX Mutual Fund

NAV$55.57
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Returns Overview

1 Month
-0.93%
3 Months
-1.25%
6 Months
+6.15%
YTD
+9.85%
1 Year
+5.96%
3 Years (annualized)
+10.97%
5 Years (annualized)
+5.47%
10 Years (annualized)
+9.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSLCX 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
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+9.85%
Peer Avg (YTD)
+15.20%
vs Peers
-5.35%

SSLCX Mutual Fund Performance

SSLCX performance across multiple time periods: 1-month -0.93%, YTD 9.85%, 1-year 5.96%, 3-year 10.97%, 5-year 5.47%, 10-year 9.99%.

SSLCX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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