SLIYX Mutual Fund

NAV$10.37

Returns Overview

1 Month
+0.20%
3 Months
+2.11%
6 Months
+2.93%
YTD
+2.83%
1 Year
+7.29%
3 Years (annualized)
+9.04%
5 Years (annualized)
+3.63%
10 Years (annualized)
+5.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLIYX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+2.83%
Peer Avg (YTD)
+5.87%
vs Peers
-3.04%

SLIYX Mutual Fund Performance

SLIYX performance across multiple time periods: 1-month 0.20%, YTD 2.83%, 1-year 7.29%, 3-year 9.04%, 5-year 3.63%, 10-year 5.04%.

SLIYX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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