SZCIX Mutual Fund

SZCIX Mutual Fund

NAV$54.31
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Returns Overview

1 Month
-0.31%
3 Months
-6.74%
6 Months
-6.72%
YTD
+3.40%
1 Year
+5.11%
3 Years (annualized)
+10.20%
5 Years (annualized)
+3.74%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZCIX 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)
+3.40%
Peer Avg (YTD)
+12.21%
vs Peers
-8.81%

SZCIX Mutual Fund Performance

SZCIX performance across multiple time periods: 1-month -0.31%, YTD 3.40%, 1-year 5.11%, 3-year 10.20%, 5-year 3.74%, 10-year 9.73%.

SZCIX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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