PMZPX Mutual Fund

PMZPX Mutual Fund

NAV$9.21
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Returns Overview

1 Month
-0.82%
3 Months
-0.45%
6 Months
-0.14%
YTD
+0.31%
1 Year
+4.12%
3 Years (annualized)
+5.81%
5 Years (annualized)
+2.62%
10 Years (annualized)
+3.01%

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
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)
+0.31%
Peer Avg (YTD)
+0.12%
vs Peers
+0.19%

PMZPX Mutual Fund Performance

PMZPX performance across multiple time periods: 1-month -0.82%, YTD 0.31%, 1-year 4.12%, 3-year 5.81%, 5-year 2.62%, 10-year 3.01%.

PMZPX returns outperform the peer average of 0.12% 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.