SZCAX Mutual Fund

SZCAX Mutual Fund

NAV$51.61
See how much of SZCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.35%
3 Months
-6.82%
6 Months
-6.83%
YTD
+3.19%
1 Year
+4.83%
3 Years (annualized)
+9.89%
5 Years (annualized)
+3.44%
10 Years (annualized)
+9.42%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+3.19%
Peer Avg (YTD)
+12.21%
vs Peers
-9.02%

SZCAX Mutual Fund Performance

SZCAX performance across multiple time periods: 1-month -0.35%, YTD 3.19%, 1-year 4.83%, 3-year 9.89%, 5-year 3.44%, 10-year 9.42%.

SZCAX returns trail the peer average of 12.21% 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.