PZCRX Mutual Fund

PZCRX Mutual Fund

NAV$9.56
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Returns Overview

1 Month
-0.93%
3 Months
+0.35%
6 Months
-1.39%
YTD
-1.09%
1 Year
+2.22%
3 Years (annualized)
+5.66%
5 Years (annualized)
+3.26%
10 Years (annualized)
+3.71%

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
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)
-1.09%
Peer Avg (YTD)
+2.39%
vs Peers
-3.48%

PZCRX Mutual Fund Performance

PZCRX performance across multiple time periods: 1-month -0.93%, YTD -1.09%, 1-year 2.22%, 3-year 5.66%, 5-year 3.26%, 10-year 3.71%.

PZCRX returns trail the peer average of 2.39% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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