SZEAX Mutual Fund

SZEAX Mutual Fund

NAV$7.18
See how much of SZEAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.67%
3 Months
-4.55%
6 Months
-0.52%
YTD
-1.61%
1 Year
+0.46%
3 Years (annualized)
+11.66%
5 Years (annualized)
+1.71%
10 Years (annualized)
+2.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZEAX 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
JP Morgan EMBI Global Diversified ex-GCC Index
This Mutual Fund (YTD)
-1.61%
Peer Avg (YTD)
+0.32%
vs Peers
-1.92%

SZEAX Mutual Fund Performance

SZEAX performance across multiple time periods: 1-month -3.67%, YTD -1.61%, 1-year 0.46%, 3-year 11.66%, 5-year 1.71%, 10-year 2.84%.

SZEAX returns trail the peer average of 0.32% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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