PCVAX Mutual Fund

NAV$13.70

Returns Overview

1 Month
+4.73%
3 Months
+12.46%
6 Months
+18.17%
YTD
+17.47%
1 Year
+31.42%
3 Years (annualized)
+13.30%
5 Years (annualized)
+7.20%
10 Years (annualized)
+7.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCVAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.47%
Peer Avg (YTD)
+18.52%
vs Peers
-1.06%

PCVAX Mutual Fund Performance

PCVAX performance across multiple time periods: 1-month 4.73%, YTD 17.47%, 1-year 31.42%, 3-year 13.30%, 5-year 7.20%, 10-year 7.42%.

PCVAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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