PSRZX Mutual Fund

NAV$8.91

Returns Overview

1 Month
+0.02%
3 Months
+1.71%
6 Months
+0.99%
YTD
+0.99%
1 Year
+4.58%
3 Years (annualized)
+7.83%
5 Years (annualized)
+5.31%
10 Years (annualized)
+4.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSRZX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-5 Year US High Yield Constrained Index(^ICEBOFAML1T5YUSHYCI)
This Mutual Fund (YTD)
+0.99%
Peer Avg (YTD)
+3.23%
vs Peers
-2.24%

PSRZX Mutual Fund Performance

PSRZX performance across multiple time periods: 1-month 0.02%, YTD 0.99%, 1-year 4.58%, 3-year 7.83%, 5-year 5.31%, 10-year 4.11%.

PSRZX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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