PCVAX Mutual Fund

PCVAX Mutual Fund

NAV$13.29
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Returns Overview

1 Month
-0.22%
3 Months
+4.26%
6 Months
+11.57%
YTD
+17.21%
1 Year
+26.24%
3 Years (annualized)
+9.57%
5 Years (annualized)
+6.58%
10 Years (annualized)
+6.79%

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
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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.21%
Peer Avg (YTD)
+15.31%
vs Peers
+1.90%

PCVAX Mutual Fund Performance

PCVAX performance across multiple time periods: 1-month -0.22%, YTD 17.21%, 1-year 26.24%, 3-year 9.57%, 5-year 6.58%, 10-year 6.79%.

PCVAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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