PZVEX Mutual Fund

PZVEX Mutual Fund

NAV$16.09
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Returns Overview

1 Month
-5.25%
3 Months
-7.49%
6 Months
-6.14%
YTD
+3.95%
1 Year
+9.15%
3 Years (annualized)
+17.95%
5 Years (annualized)
+10.00%
10 Years (annualized)
+9.39%

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)
+3.95%
Peer Avg (YTD)
+9.82%
vs Peers
-5.87%

PZVEX Mutual Fund Performance

PZVEX performance across multiple time periods: 1-month -5.25%, YTD 3.95%, 1-year 9.15%, 3-year 17.95%, 5-year 10.00%, 10-year 9.39%.

PZVEX returns trail the peer average of 9.82% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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