SLCGX Mutual Fund

NAV$30.34

Returns Overview

1 Month
-1.81%
3 Months
+1.17%
6 Months
-1.37%
YTD
-2.10%
1 Year
+13.45%
3 Years (annualized)
+24.78%
5 Years (annualized)
+20.01%
10 Years (annualized)
+25.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLCGX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Growth Total Return USD(^SPTRSGX:SP)
This Mutual Fund (YTD)
-2.10%
Peer Avg (YTD)
+8.97%
vs Peers
-11.07%

SLCGX Mutual Fund Performance

SLCGX performance across multiple time periods: 1-month -1.81%, YTD -2.10%, 1-year 13.45%, 3-year 24.78%, 5-year 20.01%, 10-year 25.52%.

SLCGX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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