SLCAX Mutual Fund

SLCAX Mutual Fund

NAV$14.76
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Returns Overview

1 Month
-1.70%
3 Months
+1.44%
6 Months
+15.80%
YTD
+12.42%
1 Year
+15.45%
3 Years (annualized)
+20.55%
5 Years (annualized)
+11.91%
10 Years (annualized)
+13.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLCAX 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(^RUI)
This Mutual Fund (YTD)
+12.42%
Peer Avg (YTD)
+9.98%
vs Peers
+2.44%

SLCAX Mutual Fund Performance

SLCAX performance across multiple time periods: 1-month -1.70%, YTD 12.42%, 1-year 15.45%, 3-year 20.55%, 5-year 11.91%, 10-year 13.69%.

SLCAX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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