PZTRX Mutual Fund

PZTRX Mutual Fund

NAV$5.25
See how much of PZTRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.62%
3 Months
-0.91%
6 Months
-1.44%
YTD
-0.37%
1 Year
+2.08%
3 Years (annualized)
+4.99%
5 Years (annualized)
-1.74%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZTRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate Bond Index(LEGATRUU)
This Mutual Fund (YTD)
-0.37%
Peer Avg (YTD)
+0.25%
vs Peers
-0.62%

PZTRX Mutual Fund Performance

PZTRX performance across multiple time periods: 1-month -0.62%, YTD -0.37%, 1-year 2.08%, 3-year 4.99%, 5-year -1.74%, 10-year 1.31%.

PZTRX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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