SZMAX Mutual Fund

NAV$10.92

Returns Overview

1 Month
+0.66%
3 Months
+2.10%
6 Months
+1.96%
YTD
+1.96%
1 Year
+6.00%
3 Years (annualized)
+3.72%
5 Years (annualized)
+1.07%
10 Years (annualized)
+1.76%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond 1-15 Year Blend 1-17 Index(^BMB1-15YNYBI)
This Mutual Fund (YTD)
+1.96%
Peer Avg (YTD)
+1.79%
vs Peers
+0.17%

SZMAX Mutual Fund Performance

SZMAX performance across multiple time periods: 1-month 0.66%, YTD 1.96%, 1-year 6.00%, 3-year 3.72%, 5-year 1.07%, 10-year 1.76%.

SZMAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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