ZSCIX Mutual Fund

ZSCIX Mutual Fund

NAV$42.88
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Returns Overview

1 Month
-7.31%
3 Months
+8.57%
6 Months
+19.57%
YTD
+24.04%
1 Year
+36.97%
3 Years (annualized)
+14.44%
5 Years (annualized)
+10.27%
10 Years (annualized)
+10.83%

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)
+24.04%
Peer Avg (YTD)
+15.31%
vs Peers
+8.73%

ZSCIX Mutual Fund Performance

ZSCIX performance across multiple time periods: 1-month -7.31%, YTD 24.04%, 1-year 36.97%, 3-year 14.44%, 5-year 10.27%, 10-year 10.83%.

ZSCIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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