SZEIX Mutual Fund

SZEIX Mutual Fund

NAV$7.25
See how much of SZEIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.12%
3 Months
-1.76%
6 Months
-2.04%
YTD
-0.22%
1 Year
+0.57%
3 Years (annualized)
+11.40%
5 Years (annualized)
+2.01%
10 Years (annualized)
+2.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZEIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JP Morgan EMBI Global Diversified ex-GCC Index
This Mutual Fund (YTD)
-0.22%
Peer Avg (YTD)
+0.43%
vs Peers
-0.65%

SZEIX Mutual Fund Performance

SZEIX performance across multiple time periods: 1-month 1.12%, YTD -0.22%, 1-year 0.57%, 3-year 11.40%, 5-year 2.01%, 10-year 2.97%.

SZEIX returns trail the peer average of 0.43% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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