SLPSX Mutual Fund

SLPSX Mutual Fund

NAV$107.52
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Returns Overview

1 Month
-5.51%
3 Months
-8.04%
6 Months
+10.77%
YTD
+10.07%
1 Year
+12.70%
3 Years (annualized)
+13.33%
5 Years (annualized)
+3.24%
10 Years (annualized)
+6.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLPSX 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
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
+10.07%
Peer Avg (YTD)
+10.34%
vs Peers
-0.28%

SLPSX Mutual Fund Performance

SLPSX performance across multiple time periods: 1-month -5.51%, YTD 10.07%, 1-year 12.70%, 3-year 13.33%, 5-year 3.24%, 10-year 6.86%.

SLPSX returns trail the peer average of 10.34% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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