PZFVX Mutual Fund

PZFVX Mutual Fund

NAV$23.47
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Returns Overview

1 Month
+6.71%
3 Months
+4.41%
6 Months
+18.17%
YTD
+18.35%
1 Year
+58.40%
3 Years (annualized)
+43.44%
5 Years (annualized)
+26.46%
10 Years (annualized)
+19.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZFVX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+18.35%
Peer Avg (YTD)
+12.44%
vs Peers
+5.91%

PZFVX Mutual Fund Performance

PZFVX performance across multiple time periods: 1-month 6.71%, YTD 18.35%, 1-year 58.40%, 3-year 43.44%, 5-year 26.46%, 10-year 19.96%.

PZFVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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