PMZIX Mutual Fund

NAV$9.17

Returns Overview

1 Month
-1.19%
3 Months
-2.03%
6 Months
-2.76%
YTD
-2.76%
1 Year
+4.97%
3 Years (annualized)
+6.34%
5 Years (annualized)
+2.99%
10 Years (annualized)
+3.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMZIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
-2.76%
Peer Avg (YTD)
+3.23%
vs Peers
-5.98%

PMZIX Mutual Fund Performance

PMZIX performance across multiple time periods: 1-month -1.19%, YTD -2.76%, 1-year 4.97%, 3-year 6.34%, 5-year 2.99%, 10-year 3.29%.

PMZIX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

PMZIX performance comparison shows side-by-side returns with another fund. PMZIX alternatives are available in the Mutual Fund Screener.