PZIMX Mutual Fund

NAV$13.26

Returns Overview

1 Month
+2.06%
3 Months
+14.76%
6 Months
+13.44%
YTD
+12.07%
1 Year
+13.54%
3 Years (annualized)
+6.13%
5 Years (annualized)
+4.85%
10 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZIMX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+12.07%
Peer Avg (YTD)
+10.82%
vs Peers
+1.25%

PZIMX Mutual Fund Performance

PZIMX performance across multiple time periods: 1-month 2.06%, YTD 12.07%, 1-year 13.54%, 3-year 6.13%, 5-year 4.85%, 10-year 9.47%.

PZIMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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