PZFVX Mutual Fund

PZFVX Mutual Fund

NAV$22.36
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Returns Overview

1 Month
-4.35%
3 Months
+5.38%
6 Months
+19.04%
YTD
+10.91%
1 Year
+47.85%
3 Years (annualized)
+37.75%
5 Years (annualized)
+26.72%
10 Years (annualized)
+19.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZFVX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.91%
Peer Avg (YTD)
+10.00%
vs Peers
+0.91%

PZFVX Mutual Fund Performance

PZFVX performance across multiple time periods: 1-month -4.35%, YTD 10.91%, 1-year 47.85%, 3-year 37.75%, 5-year 26.72%, 10-year 19.67%.

PZFVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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