PZVIX Mutual Fund

PZVIX Mutual Fund

NAV$14.28
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Returns Overview

1 Month
-3.35%
3 Months
+6.95%
6 Months
+1.42%
YTD
+0.97%
1 Year
+10.39%
3 Years (annualized)
+13.84%
5 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZVIX 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 WORLD ex USA Small Cap Value Index Net
This Mutual Fund (YTD)
+0.97%
Peer Avg (YTD)
+11.18%
vs Peers
-10.21%

PZVIX Mutual Fund Performance

PZVIX performance across multiple time periods: 1-month -3.35%, YTD 0.97%, 1-year 10.39%, 3-year 13.84%, 5-year 9.52%.

PZVIX returns trail the peer average of 11.18% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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