SZCAX Mutual Fund

SZCAX Mutual Fund

NAV$52.27
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Returns Overview

1 Month
-5.58%
3 Months
-12.04%
6 Months
+1.42%
YTD
+3.55%
1 Year
+1.14%
3 Years (annualized)
+10.68%
5 Years (annualized)
+5.58%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZCAX 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
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+3.55%
Peer Avg (YTD)
+10.34%
vs Peers
-6.79%

SZCAX Mutual Fund Performance

SZCAX performance across multiple time periods: 1-month -5.58%, YTD 3.55%, 1-year 1.14%, 3-year 10.68%, 5-year 5.58%, 10-year 9.93%.

SZCAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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