SLCVX Mutual Fund

SLCVX Mutual Fund

NAV$26.27
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Returns Overview

1 Month
+0.33%
3 Months
-0.18%
6 Months
-3.93%
YTD
+1.04%
1 Year
+3.40%
3 Years (annualized)
+11.05%
5 Years (annualized)
+13.92%
10 Years (annualized)
+13.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLCVX 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 Value Total Return USD(^SP500VTR:SP)
This Mutual Fund (YTD)
+1.04%
Peer Avg (YTD)
+12.44%
vs Peers
-11.40%

SLCVX Mutual Fund Performance

SLCVX performance across multiple time periods: 1-month 0.33%, YTD 1.04%, 1-year 3.40%, 3-year 11.05%, 5-year 13.92%, 10-year 13.14%.

SLCVX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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