SZEAX Mutual Fund

SZEAX Mutual Fund

NAV$7.56
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Returns Overview

1 Month
-1.57%
3 Months
-0.35%
6 Months
+0.68%
YTD
+1.46%
1 Year
+7.44%
3 Years (annualized)
+10.59%
5 Years (annualized)
+1.83%
10 Years (annualized)
+3.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZEAX 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
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📉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
JP Morgan EMBI Global Diversified ex-GCC Index
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
+2.32%
vs Peers
-0.86%

SZEAX Mutual Fund Performance

SZEAX performance across multiple time periods: 1-month -1.57%, YTD 1.46%, 1-year 7.44%, 3-year 10.59%, 5-year 1.83%, 10-year 3.04%.

SZEAX returns trail the peer average of 2.32% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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