PZIMX Mutual Fund

PZIMX Mutual Fund

NAV$13.94
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Returns Overview

1 Month
+5.27%
3 Months
+10.67%
6 Months
+15.96%
YTD
+19.42%
1 Year
+21.98%
3 Years (annualized)
+8.77%
5 Years (annualized)
+7.98%
10 Years (annualized)
+9.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZIMX 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)
+19.42%
Peer Avg (YTD)
+9.54%
vs Peers
+9.88%

PZIMX Mutual Fund Performance

PZIMX performance across multiple time periods: 1-month 5.27%, YTD 19.42%, 1-year 21.98%, 3-year 8.77%, 5-year 7.98%, 10-year 9.34%.

PZIMX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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