SFSLX Mutual Fund

SFSLX Mutual Fund

NAV$22.70
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Returns Overview

1 Month
-6.92%
3 Months
-2.29%
6 Months
+4.82%
YTD
-1.90%
1 Year
-2.14%
3 Years (annualized)
+14.43%
5 Years (annualized)
+5.50%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFSLX 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 500 Index(SPX)
This Mutual Fund (YTD)
-1.90%
Peer Avg (YTD)
+7.91%
vs Peers
-9.82%

SFSLX Mutual Fund Performance

SFSLX performance across multiple time periods: 1-month -6.92%, YTD -1.90%, 1-year -2.14%, 3-year 14.43%, 5-year 5.50%, 10-year 9.42%.

SFSLX returns trail the peer average of 7.91% YTD. With an expense ratio of 2.20%, investors should weigh costs against performance when evaluating this mutual fund.

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