SZIAX Mutual Fund

NAV$9.09

Returns Overview

1 Month
+0.27%
3 Months
+1.13%
6 Months
+0.35%
YTD
+0.46%
1 Year
+3.80%
3 Years (annualized)
+4.37%
5 Years (annualized)
-0.36%
10 Years (annualized)
+1.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZIAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.46%
Peer Avg (YTD)
+3.23%
vs Peers
-2.77%

SZIAX Mutual Fund Performance

SZIAX performance across multiple time periods: 1-month 0.27%, YTD 0.46%, 1-year 3.80%, 3-year 4.37%, 5-year -0.36%, 10-year 1.78%.

SZIAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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