SLADX Mutual Fund

SLADX Mutual Fund

NAV$44.66
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Returns Overview

1 Month
-3.87%
3 Months
-1.41%
6 Months
+9.33%
YTD
+8.20%
1 Year
+18.39%
3 Years (annualized)
+23.24%
5 Years (annualized)
+12.23%
10 Years (annualized)
+13.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLADX 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)
+8.20%
Peer Avg (YTD)
+9.98%
vs Peers
-1.78%

SLADX Mutual Fund Performance

SLADX performance across multiple time periods: 1-month -3.87%, YTD 8.20%, 1-year 18.39%, 3-year 23.24%, 5-year 12.23%, 10-year 13.41%.

SLADX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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