STLYX Mutual Fund

STLYX Mutual Fund

NAV$45.29
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Returns Overview

1 Month
+1.05%
3 Months
+0.91%
6 Months
+5.23%
YTD
+10.65%
1 Year
+13.18%
3 Years (annualized)
+19.22%
5 Years (annualized)
+9.68%
10 Years (annualized)
+13.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STLYX 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 Total Return
This Mutual Fund (YTD)
+10.65%
Peer Avg (YTD)
+10.80%
vs Peers
-0.15%

STLYX Mutual Fund Performance

STLYX performance across multiple time periods: 1-month 1.05%, YTD 10.65%, 1-year 13.18%, 3-year 19.22%, 5-year 9.68%, 10-year 13.05%.

STLYX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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