ZSCIX Mutual Fund

ZSCIX Mutual Fund

NAV$42.47
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Returns Overview

1 Month
-0.61%
3 Months
-8.48%
6 Months
+20.97%
YTD
+22.47%
1 Year
+24.86%
3 Years (annualized)
+13.58%
5 Years (annualized)
+7.88%
10 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ZSCIX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+22.47%
Peer Avg (YTD)
+10.34%
vs Peers
+12.13%

ZSCIX Mutual Fund Performance

ZSCIX performance across multiple time periods: 1-month -0.61%, YTD 22.47%, 1-year 24.86%, 3-year 13.58%, 5-year 7.88%, 10-year 7.37%.

ZSCIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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