PZFVX Mutual Fund

PZFVX Mutual Fund

NAV$23.00
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Returns Overview

1 Month
+7.70%
3 Months
+13.18%
6 Months
+15.05%
YTD
+14.76%
1 Year
+25.50%
3 Years (annualized)
+11.01%
5 Years (annualized)
+9.27%
10 Years (annualized)
+9.50%

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)
+14.76%
Peer Avg (YTD)
+11.41%
vs Peers
+3.35%

PZFVX Mutual Fund Performance

PZFVX performance across multiple time periods: 1-month 7.70%, YTD 14.76%, 1-year 25.50%, 3-year 11.01%, 5-year 9.27%, 10-year 9.50%.

PZFVX returns outperform the peer average of 11.41% 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.