PZHEX

Mutual fund

$14.24 +$0.04 (+0.28%) NAV as of Oct 19, 2026

Prices on SharpeShare since Jul 10, 2023

52-week range

Low $12.54High $14.42

Has PZHEX beaten the S&P 500?

Since Jul 10, 2023 (to Oct 19, 2026), PZHEX returned +48.8%; the S&P 500 (SPY) returned +81.4%.

Key figures vs the S&P 500

Annualized growth 
PZHEX
+12.9%
S&P 500
+19.9%
Largest decline 
PZHEX
6.6%
S&P 500
10.0%
Risk-adjusted return 
PZHEX
1.26
S&P 500
1.30
Downside risk-adjusted return 
PZHEX
1.80
S&P 500
2.44

Jul 10, 2023 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodPZHEXS&P 500
1 month +0.6% +0.6%
3 months +2.2% +3.4%
Year to date +17.0% +40.5%
3 years (annualized) +14.5% +23.1%

Volatility (1-year, annualized): 12.6% · Largest decline (max drawdown, since Jul 2023): 6.6%

How are your investments doing?

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