SLGFX Mutual Fund

SLGFX Mutual Fund

NAV$24.88
See how much of SLGFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.80%
3 Months
+1.87%
6 Months
+11.91%
YTD
+12.52%
1 Year
+19.47%
3 Years (annualized)
+20.45%
5 Years (annualized)
+11.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLGFX 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
Russell 1000 Index Total Return
This Mutual Fund (YTD)
+12.52%
Peer Avg (YTD)
+11.21%
vs Peers
+1.31%

SLGFX Mutual Fund Performance

SLGFX performance across multiple time periods: 1-month 2.80%, YTD 12.52%, 1-year 19.47%, 3-year 20.45%, 5-year 11.80%.

SLGFX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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