PZTRX Mutual Fund

PZTRX Mutual Fund

NAV$5.07
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Returns Overview

1 Month
-3.11%
3 Months
-3.01%
6 Months
-1.68%
YTD
-2.77%
1 Year
-2.55%
3 Years (annualized)
+8.93%
5 Years (annualized)
+6.45%
10 Years (annualized)
+5.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZTRX 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
Bloomberg Barclays Global Aggregate Bond Index(LEGATRUU)
This Mutual Fund (YTD)
-2.77%
Peer Avg (YTD)
-1.59%
vs Peers
-1.18%

PZTRX Mutual Fund Performance

PZTRX performance across multiple time periods: 1-month -3.11%, YTD -2.77%, 1-year -2.55%, 3-year 8.93%, 5-year 6.45%, 10-year 5.31%.

PZTRX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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