PSRZX Mutual Fund

PSRZX Mutual Fund

NAV$8.94
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Returns Overview

1 Month
+0.30%
3 Months
+0.71%
6 Months
+1.32%
YTD
+1.29%
1 Year
+4.30%
3 Years (annualized)
+7.46%
5 Years (annualized)
+5.37%
10 Years (annualized)
+4.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSRZX 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 Bank of America Merrill Lynch 1-5 Year US High Yield Constrained Index(^ICEBOFAML1T5YUSHYCI)
This Mutual Fund (YTD)
+1.29%
Peer Avg (YTD)
+0.12%
vs Peers
+1.17%

PSRZX Mutual Fund Performance

PSRZX performance across multiple time periods: 1-month 0.30%, YTD 1.29%, 1-year 4.30%, 3-year 7.46%, 5-year 5.37%, 10-year 4.03%.

PSRZX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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