PMZNX Mutual Fund

PMZNX Mutual Fund

NAV$9.20
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Returns Overview

1 Month
-0.82%
3 Months
-0.46%
6 Months
-0.16%
YTD
+0.28%
1 Year
+4.07%
3 Years (annualized)
+5.76%
5 Years (annualized)
+2.56%
10 Years (annualized)
+3.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMZNX 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
PROUpgrade to run
🏦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)
+0.28%
Peer Avg (YTD)
+0.12%
vs Peers
+0.16%

PMZNX Mutual Fund Performance

PMZNX performance across multiple time periods: 1-month -0.82%, YTD 0.28%, 1-year 4.07%, 3-year 5.76%, 5-year 2.56%, 10-year 3.29%.

PMZNX returns outperform the peer average of 0.12% YTD. With an expense ratio of 2.29%, investors should weigh costs against performance when evaluating this mutual fund.

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