PZCRX Mutual Fund

PZCRX Mutual Fund

NAV$9.60
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Returns Overview

1 Month
+0.35%
3 Months
+1.93%
6 Months
-0.26%
YTD
-0.16%
1 Year
+3.29%
3 Years (annualized)
+6.29%
5 Years (annualized)
+3.45%
10 Years (annualized)
+4.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZCRX 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)
-0.16%
Peer Avg (YTD)
+3.47%
vs Peers
-3.64%

PZCRX Mutual Fund Performance

PZCRX performance across multiple time periods: 1-month 0.35%, YTD -0.16%, 1-year 3.29%, 3-year 6.29%, 5-year 3.45%, 10-year 4.02%.

PZCRX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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