SZMAX Mutual Fund

SZMAX Mutual Fund

NAV$10.83
See how much of SZMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.70%
3 Months
-0.63%
6 Months
-0.76%
YTD
+0.23%
1 Year
+4.51%
3 Years (annualized)
+3.06%
5 Years (annualized)
+0.58%
10 Years (annualized)
+1.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZMAX 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
Bloomberg Municipal Bond 1-15 Year Blend 1-17 Index(^BMB1-15YNYBI)
This Mutual Fund (YTD)
+0.23%
Peer Avg (YTD)
+0.23%
vs Peers
-0.00%

SZMAX Mutual Fund Performance

SZMAX performance across multiple time periods: 1-month -1.70%, YTD 0.23%, 1-year 4.51%, 3-year 3.06%, 5-year 0.58%, 10-year 1.58%.

SZMAX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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