PZINX Mutual Fund

PZINX Mutual Fund

NAV$15.80
See how much of PZINX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.87%
3 Months
+3.52%
6 Months
+20.73%
YTD
+20.55%
1 Year
+30.42%
3 Years (annualized)
+23.39%
5 Years (annualized)
+14.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZINX 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
MSCI EAFE Value Index (Net)
This Mutual Fund (YTD)
+20.55%
Peer Avg (YTD)
+9.89%
vs Peers
+10.65%

PZINX Mutual Fund Performance

PZINX performance across multiple time periods: 1-month -2.87%, YTD 20.55%, 1-year 30.42%, 3-year 23.39%, 5-year 14.25%.

PZINX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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