PZVIX Mutual Fund

PZVIX Mutual Fund

NAV$13.88
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Returns Overview

1 Month
-4.59%
3 Months
+5.76%
6 Months
+13.10%
YTD
+6.78%
1 Year
+10.77%
3 Years (annualized)
+16.67%
5 Years (annualized)
+11.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZVIX 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 World ex USA IMI Index(MIMUWXUN)
This Mutual Fund (YTD)
+6.78%
Peer Avg (YTD)
+10.69%
vs Peers
-3.91%

PZVIX Mutual Fund Performance

PZVIX performance across multiple time periods: 1-month -4.59%, YTD 6.78%, 1-year 10.77%, 3-year 16.67%, 5-year 11.11%.

PZVIX returns trail the peer average of 10.69% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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