PZCRX Mutual Fund

PZCRX Mutual Fund

NAV$9.04
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Returns Overview

1 Month
+0.21%
3 Months
-0.37%
6 Months
-1.29%
YTD
-0.89%
1 Year
+1.29%
3 Years (annualized)
+5.81%
5 Years (annualized)
+3.22%
10 Years (annualized)
+3.65%

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)
-0.89%
Peer Avg (YTD)
+4.75%
vs Peers
-5.63%

PZCRX Mutual Fund Performance

PZCRX performance across multiple time periods: 1-month 0.21%, YTD -0.89%, 1-year 1.29%, 3-year 5.81%, 5-year 3.22%, 10-year 3.65%.

PZCRX returns trail the peer average of 4.75% 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.