PNZAX Mutual Fund

PNZAX Mutual Fund

NAV$80.35
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Returns Overview

1 Month
-1.28%
3 Months
+1.75%
6 Months
+1.12%
YTD
+0.10%
1 Year
+7.45%
3 Years (annualized)
+15.57%
5 Years (annualized)
+9.02%
10 Years (annualized)
+17.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNZAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+0.10%
Peer Avg (YTD)
+6.23%
vs Peers
-6.13%

PNZAX Mutual Fund Performance

PNZAX performance across multiple time periods: 1-month -1.28%, YTD 0.10%, 1-year 7.45%, 3-year 15.57%, 5-year 9.02%, 10-year 17.05%.

PNZAX returns trail the peer average of 6.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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