SLARX Mutual Fund

NAV$39.61

Returns Overview

1 Month
+3.75%
3 Months
-6.93%
6 Months
-3.06%
YTD
+9.15%
1 Year
+23.87%
3 Years (annualized)
+10.15%
5 Years (annualized)
+7.15%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLARX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
MSCI EM Latin America Index
This Mutual Fund (YTD)
+9.15%
Peer Avg (YTD)
+7.04%
vs Peers
+2.11%

SLARX Mutual Fund Performance

SLARX performance across multiple time periods: 1-month 3.75%, YTD 9.15%, 1-year 23.87%, 3-year 10.15%, 5-year 7.15%, 10-year 10.49%.

SLARX returns outperform the peer average of 7.04% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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