STLYX Mutual Fund

STLYX Mutual Fund

NAV$45.26
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Returns Overview

1 Month
+1.84%
3 Months
+3.11%
6 Months
+8.81%
YTD
+11.66%
1 Year
+17.78%
3 Years (annualized)
+16.98%
5 Years (annualized)
+10.13%
10 Years (annualized)
+12.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STLYX 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 Total Return
This Mutual Fund (YTD)
+11.66%
Peer Avg (YTD)
+11.21%
vs Peers
+0.45%

STLYX Mutual Fund Performance

STLYX performance across multiple time periods: 1-month 1.84%, YTD 11.66%, 1-year 17.78%, 3-year 16.98%, 5-year 10.13%, 10-year 12.98%.

STLYX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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