PZASX Mutual Fund

PZASX Mutual Fund

NAV$18.25
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Returns Overview

1 Month
+3.23%
3 Months
+2.54%
6 Months
+7.95%
YTD
+16.52%
1 Year
+21.80%
3 Years (annualized)
+4.95%
5 Years (annualized)
+8.84%
10 Years (annualized)
+7.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZASX 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
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+16.52%
Peer Avg (YTD)
+14.82%
vs Peers
+1.70%

PZASX Mutual Fund Performance

PZASX performance across multiple time periods: 1-month 3.23%, YTD 16.52%, 1-year 21.80%, 3-year 4.95%, 5-year 8.84%, 10-year 7.64%.

PZASX returns outperform the peer average of 14.82% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

PZASX performance comparison shows side-by-side returns with another fund. PZASX alternatives are available in the Mutual Fund Screener.