PMZIX Mutual Fund

PMZIX Mutual Fund

NAV$8.87
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Returns Overview

1 Month
-3.05%
3 Months
-3.53%
6 Months
-2.76%
YTD
-2.42%
1 Year
-0.57%
3 Years (annualized)
+6.00%
5 Years (annualized)
+2.78%
10 Years (annualized)
+3.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMZIX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
-2.42%
Peer Avg (YTD)
+0.50%
vs Peers
-2.92%

PMZIX Mutual Fund Performance

PMZIX performance across multiple time periods: 1-month -3.05%, YTD -2.42%, 1-year -0.57%, 3-year 6.00%, 5-year 2.78%, 10-year 3.15%.

PMZIX returns trail the peer average of 0.50% YTD. With an expense ratio of 2.14%, investors should weigh costs against performance when evaluating this mutual fund.

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