SZNE ETF

$38.21

Returns Overview

1 Month
+7.30%
3 Months
+4.53%
6 Months
+12.61%
YTD
+8.66%
1 Year
+12.95%
3 Years (annualized)
+2.77%
5 Years (annualized)
+2.12%

Risk Metrics (1-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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
CFRA-Stovall Equal Weight Seasonal Rotation Index
This ETF (YTD)
+8.66%
Peer Avg (YTD)
+0.79%
vs Peers
+7.87%

SZNE ETF Performance

SZNE performance across multiple time periods: 1-month 7.30%, YTD 8.66%, 1-year 12.95%, 3-year 2.77%, 5-year 2.12%.

SZNE returns outperform the peer average of 0.79% 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+7.30%N/A
3 Months+4.53%N/A
6 Months+12.61%N/A
1 Year+12.95%N/A
3 Years+2.77%N/A
5 Years+2.12%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized