SKSZX Mutual Fund

SKSZX Mutual Fund

NAV$37.20
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Returns Overview

1 Month
-2.26%
3 Months
+5.88%
6 Months
+16.63%
YTD
+24.11%
1 Year
+34.50%
3 Years (annualized)
+13.98%
5 Years (annualized)
+8.77%
10 Years (annualized)
+9.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SKSZX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+24.11%
Peer Avg (YTD)
+15.31%
vs Peers
+8.80%

SKSZX Mutual Fund Performance

SKSZX performance across multiple time periods: 1-month -2.26%, YTD 24.11%, 1-year 34.50%, 3-year 13.98%, 5-year 8.77%, 10-year 9.89%.

SKSZX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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