PMZIX Mutual Fund

PMZIX Mutual Fund

NAV$9.21
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Returns Overview

1 Month
-0.81%
3 Months
-0.45%
6 Months
-0.12%
YTD
+0.33%
1 Year
+4.19%
3 Years (annualized)
+5.90%
5 Years (annualized)
+2.71%
10 Years (annualized)
+3.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMZIX 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)
+0.33%
Peer Avg (YTD)
+0.12%
vs Peers
+0.21%

PMZIX Mutual Fund Performance

PMZIX performance across multiple time periods: 1-month -0.81%, YTD 0.33%, 1-year 4.19%, 3-year 5.90%, 5-year 2.71%, 10-year 3.11%.

PMZIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 2.14%, investors should weigh costs against performance when evaluating this mutual fund.

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