STLFX Mutual Fund

STLFX Mutual Fund

NAV$27.96
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Returns Overview

1 Month
-1.20%
3 Months
-0.18%
6 Months
+2.96%
YTD
+10.23%
1 Year
+12.71%
3 Years (annualized)
+21.46%
5 Years (annualized)
+9.35%
10 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STLFX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.23%
Peer Avg (YTD)
+14.77%
vs Peers
-4.54%

STLFX Mutual Fund Performance

STLFX performance across multiple time periods: 1-month -1.20%, YTD 10.23%, 1-year 12.71%, 3-year 21.46%, 5-year 9.35%, 10-year 11.94%.

STLFX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

STLFX vs another fund shows side-by-side returns. STLFX alternatives are available in the Mutual Fund Screener.