SZCRX Mutual Fund

NAV$58.86

Returns Overview

1 Month
+5.96%
3 Months
+15.40%
6 Months
+18.21%
YTD
+17.92%
1 Year
+20.45%
3 Years (annualized)
+14.68%
5 Years (annualized)
+7.43%
10 Years (annualized)
+11.60%

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
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)
+17.92%
Peer Avg (YTD)
+18.52%
vs Peers
-0.61%

SZCRX Mutual Fund Performance

SZCRX performance across multiple time periods: 1-month 5.96%, YTD 17.92%, 1-year 20.45%, 3-year 14.68%, 5-year 7.43%, 10-year 11.60%.

SZCRX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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