SZMIX Mutual Fund

SZMIX Mutual Fund

NAV$10.75
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Returns Overview

1 Month
+3.30%
3 Months
-0.49%
6 Months
-1.06%
YTD
-0.12%
1 Year
+0.33%
3 Years (annualized)
+4.50%
5 Years (annualized)
+1.01%
10 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZMIX 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)
-0.12%
Peer Avg (YTD)
-0.87%
vs Peers
+0.74%

SZMIX Mutual Fund Performance

SZMIX performance across multiple time periods: 1-month 3.30%, YTD -0.12%, 1-year 0.33%, 3-year 4.50%, 5-year 1.01%, 10-year 1.83%.

SZMIX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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