SLFYX Mutual Fund

SLFYX Mutual Fund

NAV$8.89
See how much of SLFYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.91%
3 Months
+4.92%
6 Months
+1.39%
YTD
+10.21%
1 Year
+12.55%
3 Years (annualized)
+8.14%
5 Years (annualized)
+6.57%
10 Years (annualized)
+4.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLFYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-5 Year US Treasury Index
This Mutual Fund (YTD)
+10.21%
Peer Avg (YTD)
+2.46%
vs Peers
+7.76%

SLFYX Mutual Fund Performance

SLFYX performance across multiple time periods: 1-month -0.91%, YTD 10.21%, 1-year 12.55%, 3-year 8.14%, 5-year 6.57%, 10-year 4.24%.

SLFYX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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