SLASX vs. SILVX
SLASX (Selected American Shares Fund) and SILVX (SGI U.S. Large Equity Fund) are both Large Cap Blend Equities funds. Over the past 10 years, SLASX returned 13.32%/yr vs 10.34%/yr for SILVX. Their 0.76 correlation means they have sometimes moved together and sometimes differently. Both charge a 0.98% expense ratio.
Performance
SLASX vs. SILVX - Performance Comparison
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Returns By Period
In the year-to-date period, SLASX achieves a 13.18% return, which is significantly higher than SILVX's 11.62% return. Over the past 10 years, SLASX has outperformed SILVX with an annualized return of 13.32%, while SILVX has yielded a comparatively lower 10.34% annualized return.
SLASX
- 1D
- 0.27%
- 1M
- 1.40%
- 6M
- 9.20%
- YTD
- 13.18%
- 1Y
- 32.39%
- 3Y*
- 20.84%
- 5Y*
- 11.97%
- 10Y*
- 13.32%
- ALL TIME*
- 10.41%
SILVX
- 1D
- 0.82%
- 1M
- 0.26%
- 6M
- 7.28%
- YTD
- 11.62%
- 1Y
- 20.78%
- 3Y*
- 14.32%
- 5Y*
- 7.85%
- 10Y*
- 10.34%
- ALL TIME*
- 11.23%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SLASX vs. SILVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLASX Selected American Shares Fund | 13.18% | 26.72% | 17.60% | 32.47% | -20.33% | 17.71% | 11.61% | 31.20% | -13.96% | 21.80% |
SILVX SGI U.S. Large Equity Fund | 11.62% | 8.89% | 17.65% | 10.43% | -12.99% | 17.31% | 11.48% | 29.22% | 0.19% | 16.43% |
Correlation
The correlation between SLASX and SILVX is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.69 |
Correlation (3Y) Balances recent behavior with more history. | 0.72 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Mar 2, 2012 | 0.76 |
The correlation between SLASX and SILVX has been stable across timeframes, ranging from 0.69 to 0.76 - a consistent structural relationship.
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Return for Risk
SLASX vs. SILVX — Risk / Return Rank
SLASX
SILVX
SLASX vs. SILVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Selected American Shares Fund (SLASX) and SGI U.S. Large Equity Fund (SILVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SLASX | SILVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.15 | ||
| Sortino ratioReturn per unit of downside risk | +0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.37 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.58 | 2.50 | +1.09 |
| Martin ratioReturn relative to average drawdown | 14.25 | 11.23 | +3.02 |
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Drawdowns
SLASX vs. SILVX - Drawdown Comparison
The maximum SLASX drawdown since its inception was -58.43%, which is greater than SILVX's maximum drawdown of -31.29%. Use the drawdown chart below to compare losses from any high point for SLASX and SILVX.
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Drawdown Indicators
| SLASX | SILVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.43% | -31.29% | -27.14% |
Max Drawdown (1Y)Largest decline over 1 year | -8.14% | -7.87% | -0.27% |
Max Drawdown (3Y)Largest decline over 3 years | -22.14% | -12.12% | -10.02% |
Max Drawdown (5Y)Largest decline over 5 years | -31.41% | -21.21% | -10.20% |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | -31.29% | -5.30% |
Current DrawdownCurrent decline from peak | -0.66% | -0.15% | -0.51% |
Average DrawdownAverage peak-to-trough decline | -8.16% | -3.57% | -4.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 1.75% | +0.30% |
Volatility
SLASX vs. SILVX - Volatility Comparison
Selected American Shares Fund (SLASX) has a higher volatility of 3.08% compared to SGI U.S. Large Equity Fund (SILVX) at 2.47%. This indicates that SLASX's price experiences larger fluctuations and is considered to be riskier than SILVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SLASX | SILVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.08% | 2.47% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 9.30% | 6.97% | +2.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.94% | 9.33% | +3.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.88% | 13.20% | +6.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.09% | 14.95% | +5.14% |
SLASX vs. SILVX - Expense Ratio Comparison
Both SLASX and SILVX have an expense ratio of 0.98%.
Dividends
SLASX vs. SILVX - Dividend Comparison
SLASX's dividend yield for the trailing twelve months is around 8.54%, more than SILVX's 7.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SILVX SGI U.S. Large Equity Fund | 7.95% | 8.87% | 23.03% | 4.68% | 4.09% | 15.68% | 0.61% | 4.37% | 4.43% | 7.34% | 2.61% | 7.04% |
SLASX Selected American Shares Fund | 8.54% | 11.56% | 20.21% | 7.72% | 7.85% | 12.55% | 2.76% | 5.06% | 18.16% | 7.01% | 14.99% | 21.13% |
Frequently Asked Questions
SLASX and SILVX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SLASX has higher volatility (3.08%) compared to SILVX (2.47%). In terms of maximum drawdown, SLASX dropped -58.43% vs SILVX's -31.29%.
SLASX currently has the higher Sharpe Ratio (2.25 vs 2.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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