ZSCIX Mutual Fund

ZSCIX Mutual Fund

NAV$44.68
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Returns Overview

1 Month
+13.57%
3 Months
+32.18%
6 Months
+32.98%
YTD
+33.83%
1 Year
+47.45%
3 Years (annualized)
+18.69%
5 Years (annualized)
+12.06%
10 Years (annualized)
+13.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ZSCIX 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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+33.83%
Peer Avg (YTD)
+18.52%
vs Peers
+15.30%

ZSCIX Mutual Fund Performance

ZSCIX performance across multiple time periods: 1-month 13.57%, YTD 33.83%, 1-year 47.45%, 3-year 18.69%, 5-year 12.06%, 10-year 13.24%.

ZSCIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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