PZVNX Mutual Fund

PZVNX Mutual Fund

NAV$16.19
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Returns Overview

1 Month
-1.03%
3 Months
+16.49%
6 Months
+17.20%
YTD
+16.40%
1 Year
+34.21%
3 Years (annualized)
+21.11%
5 Years (annualized)
+12.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZVNX 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 EAFE Value Index (Net)
This Mutual Fund (YTD)
+16.40%
Peer Avg (YTD)
+8.71%
vs Peers
+7.69%

PZVNX Mutual Fund Performance

PZVNX performance across multiple time periods: 1-month -1.03%, YTD 16.40%, 1-year 34.21%, 3-year 21.11%, 5-year 12.61%.

PZVNX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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