SZCAX Mutual Fund

SZCAX Mutual Fund

NAV$56.07
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Returns Overview

1 Month
+5.92%
3 Months
+15.30%
6 Months
+17.99%
YTD
+17.73%
1 Year
+20.01%
3 Years (annualized)
+14.28%
5 Years (annualized)
+7.44%
10 Years (annualized)
+11.47%

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)
+17.73%
Peer Avg (YTD)
+18.52%
vs Peers
-0.80%

SZCAX Mutual Fund Performance

SZCAX performance across multiple time periods: 1-month 5.92%, YTD 17.73%, 1-year 20.01%, 3-year 14.28%, 5-year 7.44%, 10-year 11.47%.

SZCAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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