PZVMX Mutual Fund

PZVMX Mutual Fund

NAV$14.11
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Returns Overview

1 Month
+5.26%
3 Months
+10.66%
6 Months
+15.86%
YTD
+19.26%
1 Year
+21.64%
3 Years (annualized)
+8.38%
5 Years (annualized)
+7.58%
10 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZVMX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+19.26%
Peer Avg (YTD)
+9.54%
vs Peers
+9.72%

PZVMX Mutual Fund Performance

PZVMX performance across multiple time periods: 1-month 5.26%, YTD 19.26%, 1-year 21.64%, 3-year 8.38%, 5-year 7.58%, 10-year 8.98%.

PZVMX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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