PMZPX Mutual Fund

NAV$9.17

Returns Overview

1 Month
+0.14%
3 Months
+0.80%
6 Months
+1.13%
YTD
+1.13%
1 Year
+4.91%
3 Years (annualized)
+6.25%
5 Years (annualized)
+2.90%
10 Years (annualized)
+3.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMZPX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+3.23%
vs Peers
-2.09%

PMZPX Mutual Fund Performance

PMZPX performance across multiple time periods: 1-month 0.14%, YTD 1.13%, 1-year 4.91%, 3-year 6.25%, 5-year 2.90%, 10-year 3.19%.

PMZPX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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