SZIAX Mutual Fund

SZIAX Mutual Fund

NAV$8.83
See how much of SZIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.14%
3 Months
-4.20%
6 Months
-3.12%
YTD
-3.76%
1 Year
-2.96%
3 Years (annualized)
+4.18%
5 Years (annualized)
-0.76%
10 Years (annualized)
+1.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZIAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.76%
Peer Avg (YTD)
+0.50%
vs Peers
-4.26%

SZIAX Mutual Fund Performance

SZIAX performance across multiple time periods: 1-month -3.14%, YTD -3.76%, 1-year -2.96%, 3-year 4.18%, 5-year -0.76%, 10-year 1.54%.

SZIAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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