PZIIX Mutual Fund

NAV$14.39

Returns Overview

1 Month
+5.58%
3 Months
+7.71%
6 Months
+0.42%
YTD
+6.91%
1 Year
+10.76%
3 Years (annualized)
+14.17%
5 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZIIX 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 WORLD ex USA Small Cap Value Index Net
This Mutual Fund (YTD)
+6.91%
Peer Avg (YTD)
+11.18%
vs Peers
-4.27%

PZIIX Mutual Fund Performance

PZIIX performance across multiple time periods: 1-month 5.58%, YTD 6.91%, 1-year 10.76%, 3-year 14.17%, 5-year 9.84%.

PZIIX returns trail the peer average of 11.18% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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