SLCAX Mutual Fund

NAV$14.16

Returns Overview

1 Month
-0.49%
3 Months
+4.12%
6 Months
+6.55%
YTD
+8.84%
1 Year
+22.62%
3 Years (annualized)
+19.71%
5 Years (annualized)
+12.11%
10 Years (annualized)
+13.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLCAX 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)
+8.84%
Peer Avg (YTD)
+9.51%
vs Peers
-0.67%

SLCAX Mutual Fund Performance

SLCAX performance across multiple time periods: 1-month -0.49%, YTD 8.84%, 1-year 22.62%, 3-year 19.71%, 5-year 12.11%, 10-year 13.82%.

SLCAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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