STLFX Mutual Fund

STLFX Mutual Fund

NAV$28.75
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Returns Overview

1 Month
+2.66%
3 Months
+2.51%
6 Months
+9.13%
YTD
+14.06%
1 Year
+21.69%
3 Years (annualized)
+20.09%
5 Years (annualized)
+10.60%
10 Years (annualized)
+12.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STLFX 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 Index(^RUI)
This Mutual Fund (YTD)
+14.06%
Peer Avg (YTD)
+8.76%
vs Peers
+5.30%

STLFX Mutual Fund Performance

STLFX performance across multiple time periods: 1-month 2.66%, YTD 14.06%, 1-year 21.69%, 3-year 20.09%, 5-year 10.60%, 10-year 12.31%.

STLFX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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