PZTRX Mutual Fund

NAV$5.22

Returns Overview

1 Month
-0.63%
3 Months
+1.37%
6 Months
+0.06%
YTD
+0.25%
1 Year
+1.14%
3 Years (annualized)
+10.14%
5 Years (annualized)
+6.72%
10 Years (annualized)
+5.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZTRX 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

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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
Bloomberg Barclays Global Aggregate Bond Index(LEGATRUU)
This Mutual Fund (YTD)
+0.25%
Peer Avg (YTD)
+0.99%
vs Peers
-0.74%

PZTRX Mutual Fund Performance

PZTRX performance across multiple time periods: 1-month -0.63%, YTD 0.25%, 1-year 1.14%, 3-year 10.14%, 5-year 6.72%, 10-year 5.45%.

PZTRX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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