PZHEX Mutual Fund

PZHEX Mutual Fund

NAV$14.18
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Returns Overview

1 Month
-0.57%
3 Months
+2.42%
6 Months
+5.05%
YTD
+6.33%
1 Year
+12.53%
3 Years (annualized)
+14.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZHEX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.33%
Peer Avg (YTD)
+9.41%
vs Peers
-3.09%

PZHEX Mutual Fund Performance

PZHEX performance across multiple time periods: 1-month -0.57%, YTD 6.33%, 1-year 12.53%, 3-year 14.39%.

PZHEX returns trail the peer average of 9.41% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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