SZCXX Mutual Fund

SZCXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.08%
3 Months
+0.25%
6 Months
+0.52%
YTD
+0.62%
1 Year
+1.28%
3 Years (annualized)
+1.97%
5 Years (annualized)
+1.64%
10 Years (annualized)
+0.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZCXX 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
Lipper US Treasury Money Market Index(^LUTRSMMFI)
This Mutual Fund (YTD)
+0.62%
Peer Avg (YTD)
+1.18%
vs Peers
-0.56%

SZCXX Mutual Fund Performance

SZCXX performance across multiple time periods: 1-month 0.08%, YTD 0.62%, 1-year 1.28%, 3-year 1.97%, 5-year 1.64%, 10-year 0.87%.

SZCXX returns trail the peer average of 1.18% YTD. With an expense ratio of 2.93%, investors should weigh costs against performance when evaluating this mutual fund.

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