PSRZX Mutual Fund

PSRZX Mutual Fund

NAV$8.81
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Returns Overview

1 Month
-0.72%
3 Months
+0.41%
6 Months
+2.13%
YTD
+1.40%
1 Year
+2.89%
3 Years (annualized)
+7.50%
5 Years (annualized)
+5.46%
10 Years (annualized)
+4.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSRZX 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 Bank of America Merrill Lynch 1-5 Year US High Yield Constrained Index(^ICEBOFAML1T5YUSHYCI)
This Mutual Fund (YTD)
+1.40%
Peer Avg (YTD)
+0.50%
vs Peers
+0.90%

PSRZX Mutual Fund Performance

PSRZX performance across multiple time periods: 1-month -0.72%, YTD 1.40%, 1-year 2.89%, 3-year 7.50%, 5-year 5.46%, 10-year 4.05%.

PSRZX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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