SZMAX Mutual Fund

SZMAX Mutual Fund

NAV$10.48
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Returns Overview

1 Month
-3.61%
3 Months
-5.35%
6 Months
-3.37%
YTD
-3.50%
1 Year
-2.03%
3 Years (annualized)
+3.29%
5 Years (annualized)
+0.61%
10 Years (annualized)
+1.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZMAX 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 Municipal Bond 1-15 Year Blend 1-17 Index(^BMB1-15YNYBI)
This Mutual Fund (YTD)
-3.50%
Peer Avg (YTD)
-3.84%
vs Peers
+0.34%

SZMAX Mutual Fund Performance

SZMAX performance across multiple time periods: 1-month -3.61%, YTD -3.50%, 1-year -2.03%, 3-year 3.29%, 5-year 0.61%, 10-year 1.57%.

SZMAX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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