PZVEX Mutual Fund

PZVEX Mutual Fund

NAV$17.35
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Returns Overview

1 Month
-6.19%
3 Months
+2.63%
6 Months
+7.21%
YTD
+5.89%
1 Year
+25.54%
3 Years (annualized)
+17.29%
5 Years (annualized)
+9.83%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZVEX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+5.89%
Peer Avg (YTD)
+23.08%
vs Peers
-17.19%

PZVEX Mutual Fund Performance

PZVEX performance across multiple time periods: 1-month -6.19%, YTD 5.89%, 1-year 25.54%, 3-year 17.29%, 5-year 9.83%, 10-year 10.88%.

PZVEX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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