PAVLX Mutual Fund

NAV$56.43

Returns Overview

1 Month
+2.46%
3 Months
+9.86%
6 Months
+14.53%
YTD
+13.58%
1 Year
+20.62%
3 Years (annualized)
+16.45%
5 Years (annualized)
+9.63%
10 Years (annualized)
+11.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAVLX 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
Lipper Large Cap Value Funds Index(^LLCVFI)
This Mutual Fund (YTD)
+13.58%
Peer Avg (YTD)
+9.49%
vs Peers
+4.09%

PAVLX Mutual Fund Performance

PAVLX performance across multiple time periods: 1-month 2.46%, YTD 13.58%, 1-year 20.62%, 3-year 16.45%, 5-year 9.63%, 10-year 11.75%.

PAVLX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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