PZINX Mutual Fund

NAV$16.16

Returns Overview

1 Month
-1.03%
3 Months
+16.63%
6 Months
+17.25%
YTD
+16.45%
1 Year
+34.53%
3 Years (annualized)
+21.43%
5 Years (annualized)
+12.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZINX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Value Index (Net)
This Mutual Fund (YTD)
+16.45%
Peer Avg (YTD)
+8.71%
vs Peers
+7.74%

PZINX Mutual Fund Performance

PZINX performance across multiple time periods: 1-month -1.03%, YTD 16.45%, 1-year 34.53%, 3-year 21.43%, 5-year 12.97%.

PZINX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

PZINX performance comparison shows side-by-side returns with another fund. PZINX alternatives are available in the Mutual Fund Screener.