SCHLX Mutual Fund

SCHLX Mutual Fund

NAV$49.76
See how much of SCHLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+9.30%
3 Months
+11.73%
6 Months
+21.96%
YTD
+12.14%
1 Year
+20.13%
3 Years (annualized)
+13.42%
5 Years (annualized)
+5.72%
10 Years (annualized)
+10.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCHLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.14%
Peer Avg (YTD)
+12.53%
vs Peers
-0.40%

SCHLX Mutual Fund Performance

SCHLX performance across multiple time periods: 1-month 9.30%, YTD 12.14%, 1-year 20.13%, 3-year 13.42%, 5-year 5.72%, 10-year 10.17%.

SCHLX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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