SLGAX Mutual Fund

SLGAX Mutual Fund

NAV$15.95
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Returns Overview

1 Month
-1.76%
3 Months
+2.65%
6 Months
+15.46%
YTD
+11.12%
1 Year
+14.50%
3 Years (annualized)
+19.66%
5 Years (annualized)
+10.83%
10 Years (annualized)
+12.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLGAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index Total Return
This Mutual Fund (YTD)
+11.12%
Peer Avg (YTD)
+9.98%
vs Peers
+1.14%

SLGAX Mutual Fund Performance

SLGAX performance across multiple time periods: 1-month -1.76%, YTD 11.12%, 1-year 14.50%, 3-year 19.66%, 5-year 10.83%, 10-year 12.89%.

SLGAX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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