SZCAX Mutual Fund

SZCAX Mutual Fund

NAV$51.58
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Returns Overview

1 Month
-0.96%
3 Months
-1.32%
6 Months
+6.02%
YTD
+9.68%
1 Year
+5.68%
3 Years (annualized)
+10.68%
5 Years (annualized)
+5.58%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZCAX 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
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+9.68%
Peer Avg (YTD)
+15.20%
vs Peers
-5.52%

SZCAX Mutual Fund Performance

SZCAX performance across multiple time periods: 1-month -0.96%, YTD 9.68%, 1-year 5.68%, 3-year 10.68%, 5-year 5.58%, 10-year 9.93%.

SZCAX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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