PZRIX Mutual Fund

NAV$13.10

Returns Overview

1 Month
-4.65%
3 Months
-0.89%
6 Months
+8.95%
YTD
+7.81%
1 Year
+23.92%
3 Years (annualized)
+17.77%
5 Years (annualized)
+9.84%
10 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZRIX 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 All Country World Ex USA Value Index NR USD(^M1WDUVNR)
This Mutual Fund (YTD)
+7.81%
Peer Avg (YTD)
+9.49%
vs Peers
-1.68%

PZRIX Mutual Fund Performance

PZRIX performance across multiple time periods: 1-month -4.65%, YTD 7.81%, 1-year 23.92%, 3-year 17.77%, 5-year 9.84%, 10-year 9.83%.

PZRIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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