STLYX Mutual Fund

STLYX Mutual Fund

NAV$45.54
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Returns Overview

1 Month
-1.94%
3 Months
+1.65%
6 Months
+12.70%
YTD
+9.50%
1 Year
+12.60%
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)
+9.50%
Peer Avg (YTD)
+9.98%
vs Peers
-0.49%

STLYX Mutual Fund Performance

STLYX performance across multiple time periods: 1-month -1.94%, YTD 9.50%, 1-year 12.60%, 3-year 16.98%, 5-year 10.13%, 10-year 12.98%.

STLYX returns trail the peer average of 9.98% 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.