PMZCX Mutual Fund

PMZCX Mutual Fund

NAV$9.20
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Returns Overview

1 Month
-0.96%
3 Months
-0.67%
6 Months
-0.62%
YTD
-0.26%
1 Year
+3.08%
3 Years (annualized)
+4.72%
5 Years (annualized)
+1.55%
10 Years (annualized)
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMZCX 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)
-0.26%
Peer Avg (YTD)
+0.12%
vs Peers
-0.38%

PMZCX Mutual Fund Performance

PMZCX performance across multiple time periods: 1-month -0.96%, YTD -0.26%, 1-year 3.08%, 3-year 4.72%, 5-year 1.55%, 10-year 1.94%.

PMZCX returns trail the peer average of 0.12% YTD. With an expense ratio of 3.29%, investors should weigh costs against performance when evaluating this mutual fund.

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