PZIMX

Mutual fund

$13.45 -$0.07 (-0.52%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $10.77High $14.14

Has PZIMX beaten the S&P 500?

Over the last year (to Oct 19, 2026), PZIMX returned +18.5%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
PZIMX
+18.5%
S&P 500
+16.6%
Largest decline 
PZIMX
13.6%
S&P 500
8.9%
Risk-adjusted return 
PZIMX
0.81
S&P 500
0.97
Downside risk-adjusted return 
PZIMX
1.22
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodPZIMXS&P 500
1 month -0.1% +0.6%
3 months +0.5% +3.4%
Year to date +18.2% +13.3%
1 year +18.5% +16.6%
3 years (annualized) +12.7% +23.1%

Volatility (1-year, annualized): 18.4% · Largest decline (max drawdown, since Oct 2021): 23.1%

How are your investments doing?

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