STLYX Mutual Fund

NAV$45.68

Returns Overview

1 Month
-0.52%
3 Months
+10.87%
6 Months
+8.09%
YTD
+7.72%
1 Year
+18.79%
3 Years (annualized)
+14.38%
5 Years (annualized)
+9.54%
10 Years (annualized)
+12.86%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index Total Return
This Mutual Fund (YTD)
+7.72%
Peer Avg (YTD)
+9.51%
vs Peers
-1.78%

STLYX Mutual Fund Performance

STLYX performance across multiple time periods: 1-month -0.52%, YTD 7.72%, 1-year 18.79%, 3-year 14.38%, 5-year 9.54%, 10-year 12.86%.

STLYX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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