SZCIX Mutual Fund

NAV$58.48

Returns Overview

1 Month
-1.78%
3 Months
+1.39%
6 Months
+6.93%
YTD
+11.75%
1 Year
+20.33%
3 Years (annualized)
+14.59%
5 Years (annualized)
+7.72%
10 Years (annualized)
+11.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZCIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+11.75%
Peer Avg (YTD)
+18.52%
vs Peers
-6.77%

SZCIX Mutual Fund Performance

SZCIX performance across multiple time periods: 1-month -1.78%, YTD 11.75%, 1-year 20.33%, 3-year 14.59%, 5-year 7.72%, 10-year 11.77%.

SZCIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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