PZRAX Mutual Fund

PZRAX Mutual Fund

NAV$12.93
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Returns Overview

1 Month
-1.60%
3 Months
+8.32%
6 Months
+7.33%
YTD
+16.65%
1 Year
+27.14%
3 Years (annualized)
+20.40%
5 Years (annualized)
+11.71%
10 Years (annualized)
+9.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZRAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World Ex USA Value Index NR USD(^M1WDUVNR)
This Mutual Fund (YTD)
+16.65%
Peer Avg (YTD)
+10.00%
vs Peers
+6.66%

PZRAX Mutual Fund Performance

PZRAX performance across multiple time periods: 1-month -1.60%, YTD 16.65%, 1-year 27.14%, 3-year 20.40%, 5-year 11.71%, 10-year 9.96%.

PZRAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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