PZRPX Mutual Fund

PZRPX Mutual Fund

NAV$13.34
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Returns Overview

1 Month
+3.92%
3 Months
+4.97%
6 Months
+3.52%
YTD
+19.84%
1 Year
+30.97%
3 Years (annualized)
+20.61%
5 Years (annualized)
+11.97%
10 Years (annualized)
+10.24%

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)
+19.84%
Peer Avg (YTD)
+12.44%
vs Peers
+7.40%

PZRPX Mutual Fund Performance

PZRPX performance across multiple time periods: 1-month 3.92%, YTD 19.84%, 1-year 30.97%, 3-year 20.61%, 5-year 11.97%, 10-year 10.24%.

PZRPX returns outperform the peer average of 12.44% 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.