SZMCX Mutual Fund

SZMCX Mutual Fund

NAV$10.79
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Returns Overview

1 Month
+3.12%
3 Months
-0.83%
6 Months
-1.65%
YTD
-1.05%
1 Year
-0.76%
3 Years (annualized)
+3.42%
5 Years (annualized)
-0.02%
10 Years (annualized)
+0.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZMCX 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
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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)
-1.05%
Peer Avg (YTD)
-0.87%
vs Peers
-0.18%

SZMCX Mutual Fund Performance

SZMCX performance across multiple time periods: 1-month 3.12%, YTD -1.05%, 1-year -0.76%, 3-year 3.42%, 5-year -0.02%, 10-year 0.85%.

SZMCX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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