PASVX Mutual Fund

PASVX Mutual Fund

NAV$62.54
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Returns Overview

1 Month
-2.85%
3 Months
+5.02%
6 Months
+12.92%
YTD
+19.22%
1 Year
+31.31%
3 Years (annualized)
+13.01%
5 Years (annualized)
+6.06%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PASVX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Small-Cap Core Funds Index(^LSCCFI)
This Mutual Fund (YTD)
+19.22%
Peer Avg (YTD)
+15.31%
vs Peers
+3.91%

PASVX Mutual Fund Performance

PASVX performance across multiple time periods: 1-month -2.85%, YTD 19.22%, 1-year 31.31%, 3-year 13.01%, 5-year 6.06%, 10-year 10.53%.

PASVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

PASVX vs another fund shows side-by-side returns. PASVX alternatives are available in the Mutual Fund Screener.