PZHEX Mutual Fund

NAV$14.10

Returns Overview

1 Month
-0.43%
3 Months
+9.87%
6 Months
+7.02%
YTD
+6.94%
1 Year
+7.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZHEX 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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.94%
Peer Avg (YTD)
+9.51%
vs Peers
-2.57%

PZHEX Mutual Fund Performance

PZHEX performance across multiple time periods: 1-month -0.43%, YTD 6.94%, 1-year 7.92%.

PZHEX returns trail the peer average of 9.51% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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