PAZLX Mutual Fund

NAV$16.93
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Returns Overview

1 Month
+0.18%
3 Months
+12.45%
6 Months
+11.31%
YTD
+10.41%
1 Year
+17.60%
3 Years (annualized)
+15.29%
5 Years (annualized)
+7.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAZLX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+10.41%
Peer Avg (YTD)
+7.64%
vs Peers
+2.77%

PAZLX Mutual Fund Performance

PAZLX performance across multiple time periods: 1-month 0.18%, YTD 10.41%, 1-year 17.60%, 3-year 15.29%, 5-year 7.64%.

PAZLX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

PAZLX performance comparison shows side-by-side returns with another fund. PAZLX alternatives are available in the Mutual Fund Screener.