PMZAX Mutual Fund

PMZAX Mutual Fund

NAV$8.88
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Returns Overview

1 Month
+0.29%
3 Months
-0.51%
6 Months
-1.17%
YTD
+0.36%
1 Year
+2.37%
3 Years (annualized)
+5.57%
5 Years (annualized)
+2.37%
10 Years (annualized)
+2.73%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
+0.36%
Peer Avg (YTD)
+2.15%
vs Peers
-1.80%

PMZAX Mutual Fund Performance

PMZAX performance across multiple time periods: 1-month 0.29%, YTD 0.36%, 1-year 2.37%, 3-year 5.57%, 5-year 2.37%, 10-year 2.73%.

PMZAX returns trail the peer average of 2.15% 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.