PZINX Mutual Fund

PZINX Mutual Fund

NAV$16.45
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Returns Overview

1 Month
+4.75%
3 Months
+11.50%
6 Months
+17.19%
YTD
+21.99%
1 Year
+40.00%
3 Years (annualized)
+21.53%
5 Years (annualized)
+14.04%

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)
+21.99%
Peer Avg (YTD)
+11.12%
vs Peers
+10.87%

PZINX Mutual Fund Performance

PZINX performance across multiple time periods: 1-month 4.75%, YTD 21.99%, 1-year 40.00%, 3-year 21.53%, 5-year 14.04%.

PZINX returns outperform the peer average of 11.12% 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.