PZISX Mutual Fund

NAV$16.52

Returns Overview

1 Month
+4.49%
3 Months
+11.70%
6 Months
+19.11%
YTD
+25.82%
1 Year
+27.06%
3 Years (annualized)
+11.31%
5 Years (annualized)
+7.86%
10 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZISX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+25.82%
Peer Avg (YTD)
+18.52%
vs Peers
+7.29%

PZISX Mutual Fund Performance

PZISX performance across multiple time periods: 1-month 4.49%, YTD 25.82%, 1-year 27.06%, 3-year 11.31%, 5-year 7.86%, 10-year 9.75%.

PZISX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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