PZRIX Mutual Fund

PZRIX Mutual Fund

NAV$13.34
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Returns Overview

1 Month
-1.55%
3 Months
+8.46%
6 Months
+7.50%
YTD
+16.93%
1 Year
+27.53%
3 Years (annualized)
+20.75%
5 Years (annualized)
+12.08%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZRIX 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
MSCI All Country World Ex USA Value Index NR USD(^M1WDUVNR)
This Mutual Fund (YTD)
+16.93%
Peer Avg (YTD)
+10.00%
vs Peers
+6.93%

PZRIX Mutual Fund Performance

PZRIX performance across multiple time periods: 1-month -1.55%, YTD 16.93%, 1-year 27.53%, 3-year 20.75%, 5-year 12.08%, 10-year 10.33%.

PZRIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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