SFLNX Mutual Fund

NAV$37.45

Returns Overview

1 Month
+1.35%
3 Months
+6.73%
6 Months
+11.86%
YTD
+15.77%
1 Year
+28.75%
3 Years (annualized)
+19.55%
5 Years (annualized)
+13.36%
10 Years (annualized)
+14.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFLNX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+15.77%
Peer Avg (YTD)
+9.49%
vs Peers
+6.28%

SFLNX Mutual Fund Performance

SFLNX performance across multiple time periods: 1-month 1.35%, YTD 15.77%, 1-year 28.75%, 3-year 19.55%, 5-year 13.36%, 10-year 14.22%.

SFLNX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

SFLNX performance comparison shows side-by-side returns with another fund. SFLNX alternatives are available in the Mutual Fund Screener.