PZVMX Mutual Fund

NAV$13.47

Returns Overview

1 Month
+2.02%
3 Months
+14.59%
6 Months
+13.30%
YTD
+11.95%
1 Year
+13.08%
3 Years (annualized)
+5.76%
5 Years (annualized)
+4.48%
10 Years (annualized)
+9.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZVMX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+11.95%
Peer Avg (YTD)
+10.82%
vs Peers
+1.13%

PZVMX Mutual Fund Performance

PZVMX performance across multiple time periods: 1-month 2.02%, YTD 11.95%, 1-year 13.08%, 3-year 5.76%, 5-year 4.48%, 10-year 9.09%.

PZVMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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