PZRPX Mutual Fund

PZRPX Mutual Fund

NAV$13.17
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Returns Overview

1 Month
-4.65%
3 Months
-0.81%
6 Months
+8.86%
YTD
+7.71%
1 Year
+23.80%
3 Years (annualized)
+17.61%
5 Years (annualized)
+9.74%
10 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZRPX 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)
+7.71%
Peer Avg (YTD)
+9.49%
vs Peers
-1.78%

PZRPX Mutual Fund Performance

PZRPX performance across multiple time periods: 1-month -4.65%, YTD 7.71%, 1-year 23.80%, 3-year 17.61%, 5-year 9.74%, 10-year 9.76%.

PZRPX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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