SZCIX Mutual Fund

SZCIX Mutual Fund

NAV$58.70
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Returns Overview

1 Month
-5.92%
3 Months
+0.02%
6 Months
+6.69%
YTD
+10.87%
1 Year
+13.51%
3 Years (annualized)
+10.92%
5 Years (annualized)
+6.97%
10 Years (annualized)
+10.36%

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)
+10.87%
Peer Avg (YTD)
+15.31%
vs Peers
-4.44%

SZCIX Mutual Fund Performance

SZCIX performance across multiple time periods: 1-month -5.92%, YTD 10.87%, 1-year 13.51%, 3-year 10.92%, 5-year 6.97%, 10-year 10.36%.

SZCIX returns trail the peer average of 15.31% 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.