SLRYX Mutual Fund

NAV$47.68

Returns Overview

1 Month
-1.26%
3 Months
+17.86%
6 Months
+10.94%
YTD
+10.84%
1 Year
+22.67%
3 Years (annualized)
+24.46%
5 Years (annualized)
+18.13%
10 Years (annualized)
+19.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLRYX 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
Russell 1000 Growth Index Total Return(^RLGTR)
This Mutual Fund (YTD)
+10.84%
Peer Avg (YTD)
+8.97%
vs Peers
+1.87%

SLRYX Mutual Fund Performance

SLRYX performance across multiple time periods: 1-month -1.26%, YTD 10.84%, 1-year 22.67%, 3-year 24.46%, 5-year 18.13%, 10-year 19.93%.

SLRYX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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