SZMIX Mutual Fund

SZMIX Mutual Fund

NAV$10.47
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Returns Overview

1 Month
-3.59%
3 Months
-5.29%
6 Months
-3.24%
YTD
-3.31%
1 Year
-1.78%
3 Years (annualized)
+3.51%
5 Years (annualized)
+0.84%
10 Years (annualized)
+1.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZMIX 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)
-3.31%
Peer Avg (YTD)
-3.84%
vs Peers
+0.53%

SZMIX Mutual Fund Performance

SZMIX performance across multiple time periods: 1-month -3.59%, YTD -3.31%, 1-year -1.78%, 3-year 3.51%, 5-year 0.84%, 10-year 1.73%.

SZMIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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