SZIWX Mutual Fund

SZIWX Mutual Fund

NAV$9.24
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Returns Overview

1 Month
+0.11%
3 Months
-0.54%
6 Months
-0.93%
YTD
-0.51%
1 Year
+3.09%
3 Years (annualized)
-4.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZIWX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.51%
Peer Avg (YTD)
+1.28%
vs Peers
-1.79%

SZIWX Mutual Fund Performance

SZIWX performance across multiple time periods: 1-month 0.11%, YTD -0.51%, 1-year 3.09%, 3-year -4.50%.

SZIWX returns trail the peer average of 1.28% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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