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Tax Managed Large Cap Fund Class Y (STLYX) Performance

Explore the performance of Tax Managed Large Cap Fund Class Y compared to the S&P Index and the Equity category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.

Growth of $10,000

10,00015,00020,00025,00030,00020192020202120222023202420252026
  • 30,184.46SPY
  • 19,296.97STLYX
  • 29,507.62Equity

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%16.16%27.04%-19.95%24.29%23.30%16.35%10.62%
STLYX17.94%9.28%22.28%-18.75%11.57%5.39%15.10%11.25%