PMZNX Mutual Fund

PMZNX Mutual Fund

NAV$8.88
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Returns Overview

1 Month
+0.31%
3 Months
-0.38%
6 Months
-0.99%
YTD
+0.58%
1 Year
+2.68%
3 Years (annualized)
+5.86%
5 Years (annualized)
+2.63%
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
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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)
+0.58%
Peer Avg (YTD)
+2.15%
vs Peers
-1.57%

PMZNX Mutual Fund Performance

PMZNX performance across multiple time periods: 1-month 0.31%, YTD 0.58%, 1-year 2.68%, 3-year 5.86%, 5-year 2.63%, 10-year 3.29%.

PMZNX returns trail the peer average of 2.15% 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.