PAVLX Mutual Fund

PAVLX Mutual Fund

NAV$55.68
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Returns Overview

1 Month
+1.98%
3 Months
+8.58%
6 Months
+10.13%
YTD
+21.38%
1 Year
+24.33%
3 Years (annualized)
+18.34%
5 Years (annualized)
+9.77%
10 Years (annualized)
+11.99%

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
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📉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 Large Cap Value Funds Index(^LLCVFI)
This Mutual Fund (YTD)
+21.38%
Peer Avg (YTD)
+12.44%
vs Peers
+8.94%

PAVLX Mutual Fund Performance

PAVLX performance across multiple time periods: 1-month 1.98%, YTD 21.38%, 1-year 24.33%, 3-year 18.34%, 5-year 9.77%, 10-year 11.99%.

PAVLX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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