PZINX Mutual Fund

PZINX Mutual Fund

NAV$15.57
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Returns Overview

1 Month
-1.01%
3 Months
-2.18%
6 Months
+9.08%
YTD
+19.33%
1 Year
+27.04%
3 Years (annualized)
+25.90%
5 Years (annualized)
+13.16%

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
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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 EAFE Value Index (Net)
This Mutual Fund (YTD)
+19.33%
Peer Avg (YTD)
+10.38%
vs Peers
+8.95%

PZINX Mutual Fund Performance

PZINX performance across multiple time periods: 1-month -1.01%, YTD 19.33%, 1-year 27.04%, 3-year 25.90%, 5-year 13.16%.

PZINX returns outperform the peer average of 10.38% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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