PZIIX Mutual Fund

PZIIX Mutual Fund

NAV$14.26
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Returns Overview

1 Month
-2.08%
3 Months
-3.62%
6 Months
+4.29%
YTD
+4.75%
1 Year
+11.31%
3 Years (annualized)
+18.09%
5 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZIIX 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
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📉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 World ex USA IMI Index(MIMUWXUN)
This Mutual Fund (YTD)
+4.75%
Peer Avg (YTD)
+10.55%
vs Peers
-5.79%

PZIIX Mutual Fund Performance

PZIIX performance across multiple time periods: 1-month -2.08%, YTD 4.75%, 1-year 11.31%, 3-year 18.09%, 5-year 10.98%.

PZIIX returns trail the peer average of 10.55% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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