SZCRX Mutual Fund

SZCRX Mutual Fund

NAV$55.03
See how much of SZCRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.57%
3 Months
-11.95%
6 Months
+1.61%
YTD
+3.82%
1 Year
+1.53%
3 Years (annualized)
+11.12%
5 Years (annualized)
+5.60%
10 Years (annualized)
+10.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZCRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+3.82%
Peer Avg (YTD)
+10.34%
vs Peers
-6.52%

SZCRX Mutual Fund Performance

SZCRX performance across multiple time periods: 1-month -5.57%, YTD 3.82%, 1-year 1.53%, 3-year 11.12%, 5-year 5.60%, 10-year 10.10%.

SZCRX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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