PZIMX Mutual Fund

PZIMX Mutual Fund

NAV$13.29
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Returns Overview

1 Month
-6.09%
3 Months
+0.39%
6 Months
+15.20%
YTD
+12.50%
1 Year
+11.63%
3 Years (annualized)
+10.36%
5 Years (annualized)
+7.73%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZIMX 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)
+12.50%
Peer Avg (YTD)
+6.72%
vs Peers
+5.78%

PZIMX Mutual Fund Performance

PZIMX performance across multiple time periods: 1-month -6.09%, YTD 12.50%, 1-year 11.63%, 3-year 10.36%, 5-year 7.73%, 10-year 10.04%.

PZIMX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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