PZFVX Mutual Fund

NAV$21.55

Returns Overview

1 Month
+2.08%
3 Months
+12.96%
6 Months
+6.55%
YTD
+5.25%
1 Year
+12.69%
3 Years (annualized)
+8.62%
5 Years (annualized)
+6.31%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZFVX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.25%
Peer Avg (YTD)
+9.49%
vs Peers
-4.24%

PZFVX Mutual Fund Performance

PZFVX performance across multiple time periods: 1-month 2.08%, YTD 5.25%, 1-year 12.69%, 3-year 8.62%, 5-year 6.31%, 10-year 9.21%.

PZFVX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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