PZIEX Mutual Fund

PZIEX Mutual Fund

NAV$17.03
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Returns Overview

1 Month
+1.14%
3 Months
+0.68%
6 Months
-2.80%
YTD
+15.25%
1 Year
+27.21%
3 Years (annualized)
+19.38%
5 Years (annualized)
+11.84%
10 Years (annualized)
+11.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZIEX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+15.25%
Peer Avg (YTD)
+20.14%
vs Peers
-4.89%

PZIEX Mutual Fund Performance

PZIEX performance across multiple time periods: 1-month 1.14%, YTD 15.25%, 1-year 27.21%, 3-year 19.38%, 5-year 11.84%, 10-year 11.23%.

PZIEX returns trail the peer average of 20.14% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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