PZVSX Mutual Fund

PZVSX Mutual Fund

NAV$14.88
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Returns Overview

1 Month
-0.31%
3 Months
+7.72%
6 Months
+11.88%
YTD
+22.48%
1 Year
+14.20%
3 Years (annualized)
+10.26%
5 Years (annualized)
+7.94%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZVSX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.48%
Peer Avg (YTD)
+15.20%
vs Peers
+7.28%

PZVSX Mutual Fund Performance

PZVSX performance across multiple time periods: 1-month -0.31%, YTD 22.48%, 1-year 14.20%, 3-year 10.26%, 5-year 7.94%, 10-year 8.93%.

PZVSX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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