PZRIX Mutual Fund

PZRIX Mutual Fund

NAV$13.50
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Returns Overview

1 Month
+6.02%
3 Months
+1.88%
6 Months
+6.89%
YTD
+15.51%
1 Year
+32.00%
3 Years (annualized)
+18.10%
5 Years (annualized)
+11.31%
10 Years (annualized)
+9.97%

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
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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 All Country World Ex USA Value Index NR USD(^M1WDUVNR)
This Mutual Fund (YTD)
+15.51%
Peer Avg (YTD)
+11.41%
vs Peers
+4.10%

PZRIX Mutual Fund Performance

PZRIX performance across multiple time periods: 1-month 6.02%, YTD 15.51%, 1-year 32.00%, 3-year 18.10%, 5-year 11.31%, 10-year 9.97%.

PZRIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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