SZCAX Mutual Fund

SZCAX Mutual Fund

NAV$54.39
See how much of SZCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.93%
3 Months
-0.02%
6 Months
+6.59%
YTD
+10.74%
1 Year
+13.21%
3 Years (annualized)
+10.65%
5 Years (annualized)
+6.33%
10 Years (annualized)
+9.89%

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)
+10.74%
Peer Avg (YTD)
+15.31%
vs Peers
-4.57%

SZCAX Mutual Fund Performance

SZCAX performance across multiple time periods: 1-month -5.93%, YTD 10.74%, 1-year 13.21%, 3-year 10.65%, 5-year 6.33%, 10-year 9.89%.

SZCAX returns trail the peer average of 15.31% 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.