SZICX Mutual Fund

NAV$9.10

Returns Overview

1 Month
+0.09%
3 Months
+0.91%
6 Months
-0.04%
YTD
+0.06%
1 Year
+2.89%
3 Years (annualized)
+3.70%
5 Years (annualized)
-1.04%
10 Years (annualized)
+1.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZICX 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)
+0.06%
Peer Avg (YTD)
+3.23%
vs Peers
-3.17%

SZICX Mutual Fund Performance

SZICX performance across multiple time periods: 1-month 0.09%, YTD 0.06%, 1-year 2.89%, 3-year 3.70%, 5-year -1.04%, 10-year 1.06%.

SZICX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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