SLFYX Mutual Fund

NAV$8.55

Returns Overview

1 Month
-2.00%
3 Months
-3.36%
6 Months
+5.31%
YTD
+5.04%
1 Year
+9.15%
3 Years (annualized)
+6.82%
5 Years (annualized)
+5.47%
10 Years (annualized)
+3.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLFYX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg 1-5 Year US Treasury Index
This Mutual Fund (YTD)
+5.04%
Peer Avg (YTD)
+4.14%
vs Peers
+0.90%

SLFYX Mutual Fund Performance

SLFYX performance across multiple time periods: 1-month -2.00%, YTD 5.04%, 1-year 9.15%, 3-year 6.82%, 5-year 5.47%, 10-year 3.33%.

SLFYX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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