PMZPX Mutual Fund

PMZPX Mutual Fund

NAV$8.88
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Returns Overview

1 Month
+0.31%
3 Months
-0.37%
6 Months
-0.96%
YTD
+0.62%
1 Year
+2.73%
3 Years (annualized)
+5.91%
5 Years (annualized)
+2.69%
10 Years (annualized)
+3.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMZPX 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)
+0.62%
Peer Avg (YTD)
+2.15%
vs Peers
-1.54%

PMZPX Mutual Fund Performance

PMZPX performance across multiple time periods: 1-month 0.31%, YTD 0.62%, 1-year 2.73%, 3-year 5.91%, 5-year 2.69%, 10-year 3.05%.

PMZPX returns trail the peer average of 2.15% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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