STLDX Mutual Fund

STLDX Mutual Fund

NAV$15.43
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Returns Overview

1 Month
-1.79%
3 Months
-0.56%
6 Months
+6.11%
YTD
+5.60%
1 Year
+7.79%
3 Years (annualized)
+12.64%
5 Years (annualized)
+5.87%
10 Years (annualized)
+8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STLDX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.60%
Peer Avg (YTD)
+7.09%
vs Peers
-1.49%

STLDX Mutual Fund Performance

STLDX performance across multiple time periods: 1-month -1.79%, YTD 5.60%, 1-year 7.79%, 3-year 12.64%, 5-year 5.87%, 10-year 8.28%.

STLDX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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