PNZAX Mutual Fund

PNZAX Mutual Fund

NAV$81.79
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Returns Overview

1 Month
-0.35%
3 Months
+0.65%
6 Months
+12.84%
YTD
+2.06%
1 Year
+3.19%
3 Years (annualized)
+15.57%
5 Years (annualized)
+9.02%
10 Years (annualized)
+17.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNZAX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.06%
Peer Avg (YTD)
+8.68%
vs Peers
-6.62%

PNZAX Mutual Fund Performance

PNZAX performance across multiple time periods: 1-month -0.35%, YTD 2.06%, 1-year 3.19%, 3-year 15.57%, 5-year 9.02%, 10-year 17.05%.

PNZAX returns trail the peer average of 8.68% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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