PZVSX Mutual Fund

NAV$16.50

Returns Overview

1 Month
+5.42%
3 Months
+17.33%
6 Months
+20.60%
YTD
+19.86%
1 Year
+26.69%
3 Years (annualized)
+10.98%
5 Years (annualized)
+7.56%
10 Years (annualized)
+10.79%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.86%
Peer Avg (YTD)
+18.52%
vs Peers
+1.34%

PZVSX Mutual Fund Performance

PZVSX performance across multiple time periods: 1-month 5.42%, YTD 19.86%, 1-year 26.69%, 3-year 10.98%, 5-year 7.56%, 10-year 10.79%.

PZVSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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