SZCRX Mutual Fund

SZCRX Mutual Fund

NAV$54.45
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Returns Overview

1 Month
-0.91%
3 Months
-1.20%
6 Months
+6.23%
YTD
+9.94%
1 Year
+6.09%
3 Years (annualized)
+11.12%
5 Years (annualized)
+5.60%
10 Years (annualized)
+10.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZCRX 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)
+9.94%
Peer Avg (YTD)
+15.20%
vs Peers
-5.25%

SZCRX Mutual Fund Performance

SZCRX performance across multiple time periods: 1-month -0.91%, YTD 9.94%, 1-year 6.09%, 3-year 11.12%, 5-year 5.60%, 10-year 10.10%.

SZCRX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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