SZIIX Mutual Fund

NAV$9.09

Returns Overview

1 Month
+0.18%
3 Months
+1.09%
6 Months
+0.48%
YTD
+0.48%
1 Year
+3.98%
3 Years (annualized)
+4.73%
5 Years (annualized)
-0.05%
10 Years (annualized)
+2.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZIIX 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)
+0.48%
Peer Avg (YTD)
+3.23%
vs Peers
-2.75%

SZIIX Mutual Fund Performance

SZIIX performance across multiple time periods: 1-month 0.18%, YTD 0.48%, 1-year 3.98%, 3-year 4.73%, 5-year -0.05%, 10-year 2.08%.

SZIIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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