PZHEX Mutual Fund

PZHEX Mutual Fund

NAV$14.40
See how much of PZHEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.70%
3 Months
+0.71%
6 Months
+10.65%
YTD
+7.70%
1 Year
+9.26%
3 Years (annualized)
+15.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZHEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.70%
Peer Avg (YTD)
+9.98%
vs Peers
-2.29%

PZHEX Mutual Fund Performance

PZHEX performance across multiple time periods: 1-month -0.70%, YTD 7.70%, 1-year 9.26%, 3-year 15.52%.

PZHEX returns trail the peer average of 9.98% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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