SZIRX Mutual Fund

SZIRX Mutual Fund

NAV$9.28
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Returns Overview

1 Month
+0.11%
3 Months
-0.54%
6 Months
-1.05%
YTD
-0.63%
1 Year
+2.71%
3 Years (annualized)
-4.07%
5 Years (annualized)
-0.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZIRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.63%
Peer Avg (YTD)
+1.28%
vs Peers
-1.90%

SZIRX Mutual Fund Performance

SZIRX performance across multiple time periods: 1-month 0.11%, YTD -0.63%, 1-year 2.71%, 3-year -4.07%, 5-year -0.79%.

SZIRX returns trail the peer average of 1.28% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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