SZNE ETF

$35.91
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Returns Overview

1 Month
+4.25%
3 Months
+11.14%
6 Months
+10.83%
YTD
+8.36%
1 Year
+5.01%
3 Years
+2.37%
5 Years
+4.35%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SZNE 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
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📉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

+4.25%

3 Months Performance

+11.14%

6 Months Performance

+10.83%

1 Year Performance

+5.01%

Benchmark & Peers

Benchmark
CFRA-Stovall Equal Weight Seasonal Rotation Index(NA)
This ETF (YTD)
+8.36%
Peer Avg (YTD)
+1.10%
vs Peers
+7.26%

SZNE ETF Performance

SZNE performance across multiple time periods: 1-month 4.25%, YTD 8.36%, 1-year 5.01%, 3-year 2.37%, 5-year 4.35%.

SZNE returns outperform the peer average of 1.10% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this ETF.

SZNE performance comparison shows side-by-side returns with another fund. SZNE alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.25%N/A
3 Months+11.14%N/A
6 Months+10.83%N/A
1 Year+5.01%N/A
3 Years+2.37%N/A
5 Years+4.35%N/A

All returns shown are total returns, not annualized