PFSVX Mutual Fund

PFSVX Mutual Fund

NAV$15.57
See how much of PFSVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.01%
3 Months
+5.35%
6 Months
+6.95%
YTD
+10.05%
1 Year
+15.93%
3 Years (annualized)
+11.11%
5 Years (annualized)
+7.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFSVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+10.05%
Peer Avg (YTD)
+15.31%
vs Peers
-5.26%

PFSVX Mutual Fund Performance

PFSVX performance across multiple time periods: 1-month -4.01%, YTD 10.05%, 1-year 15.93%, 3-year 11.11%, 5-year 7.27%.

PFSVX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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