SZCCX Mutual Fund

NAV$43.44

Returns Overview

1 Month
+5.86%
3 Months
+15.05%
6 Months
+17.51%
YTD
+17.27%
1 Year
+19.04%
3 Years (annualized)
+13.40%
5 Years (annualized)
+6.70%
10 Years (annualized)
+12.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZCCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+17.27%
Peer Avg (YTD)
+18.52%
vs Peers
-1.25%

SZCCX Mutual Fund Performance

SZCCX performance across multiple time periods: 1-month 5.86%, YTD 17.27%, 1-year 19.04%, 3-year 13.40%, 5-year 6.70%, 10-year 12.08%.

SZCCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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