SZEAX Mutual Fund

SZEAX Mutual Fund

NAV$7.26
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Returns Overview

1 Month
+1.26%
3 Months
-1.80%
6 Months
-2.15%
YTD
-0.37%
1 Year
+0.41%
3 Years (annualized)
+11.16%
5 Years (annualized)
+1.78%
10 Years (annualized)
+2.71%

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)
-0.37%
Peer Avg (YTD)
+0.43%
vs Peers
-0.80%

SZEAX Mutual Fund Performance

SZEAX performance across multiple time periods: 1-month 1.26%, YTD -0.37%, 1-year 0.41%, 3-year 11.16%, 5-year 1.78%, 10-year 2.71%.

SZEAX returns trail the peer average of 0.43% 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.