PZIEX Mutual Fund

NAV$17.08

Returns Overview

1 Month
+3.39%
3 Months
-2.01%
6 Months
-0.76%
YTD
+9.98%
1 Year
+25.93%
3 Years (annualized)
+17.69%
5 Years (annualized)
+10.21%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZIEX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+9.98%
Peer Avg (YTD)
+23.08%
vs Peers
-13.10%

PZIEX Mutual Fund Performance

PZIEX performance across multiple time periods: 1-month 3.39%, YTD 9.98%, 1-year 25.93%, 3-year 17.69%, 5-year 10.21%, 10-year 11.46%.

PZIEX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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