PZISX Mutual Fund

PZISX Mutual Fund

NAV$15.75
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Returns Overview

1 Month
+2.54%
3 Months
+9.70%
6 Months
+14.76%
YTD
+23.15%
1 Year
+28.36%
3 Years (annualized)
+9.52%
5 Years (annualized)
+8.99%
10 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZISX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.15%
Peer Avg (YTD)
+15.31%
vs Peers
+7.84%

PZISX Mutual Fund Performance

PZISX performance across multiple time periods: 1-month 2.54%, YTD 23.15%, 1-year 28.36%, 3-year 9.52%, 5-year 8.99%, 10-year 9.75%.

PZISX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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