SZCRX Mutual Fund

SZCRX Mutual Fund

NAV$58.29
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Returns Overview

1 Month
-5.90%
3 Months
+0.07%
6 Months
+6.77%
YTD
+10.96%
1 Year
+13.62%
3 Years (annualized)
+11.01%
5 Years (annualized)
+6.69%
10 Years (annualized)
+10.20%

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)
+10.96%
Peer Avg (YTD)
+15.31%
vs Peers
-4.35%

SZCRX Mutual Fund Performance

SZCRX performance across multiple time periods: 1-month -5.90%, YTD 10.96%, 1-year 13.62%, 3-year 11.01%, 5-year 6.69%, 10-year 10.20%.

SZCRX returns trail the peer average of 15.31% 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.