PMZAX Mutual Fund

PMZAX Mutual Fund

NAV$8.90
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Returns Overview

1 Month
+1.70%
3 Months
-1.16%
6 Months
-1.74%
YTD
-1.09%
1 Year
+0.00%
3 Years (annualized)
+5.94%
5 Years (annualized)
+2.10%
10 Years (annualized)
+2.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMZAX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
-1.09%
Peer Avg (YTD)
+1.93%
vs Peers
-3.02%

PMZAX Mutual Fund Performance

PMZAX performance across multiple time periods: 1-month 1.70%, YTD -1.09%, 1-year 0.00%, 3-year 5.94%, 5-year 2.10%, 10-year 2.46%.

PMZAX returns trail the peer average of 1.93% YTD. With an expense ratio of 2.54%, investors should weigh costs against performance when evaluating this mutual fund.

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