SZICX Mutual Fund

SZICX Mutual Fund

NAV$8.84
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Returns Overview

1 Month
-3.20%
3 Months
-4.38%
6 Months
-3.50%
YTD
-4.32%
1 Year
-3.71%
3 Years (annualized)
+3.40%
5 Years (annualized)
-1.51%
10 Years (annualized)
+0.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZICX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-4.32%
Peer Avg (YTD)
+0.50%
vs Peers
-4.82%

SZICX Mutual Fund Performance

SZICX performance across multiple time periods: 1-month -3.20%, YTD -4.32%, 1-year -3.71%, 3-year 3.40%, 5-year -1.51%, 10-year 0.78%.

SZICX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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