PFSVX Mutual Fund

PFSVX Mutual Fund

NAV$14.89
See how much of PFSVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.41%
3 Months
-2.51%
6 Months
+2.71%
YTD
+7.29%
1 Year
+9.95%
3 Years (annualized)
+10.50%
5 Years (annualized)
+4.84%

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)
+7.29%
Peer Avg (YTD)
+12.21%
vs Peers
-4.92%

PFSVX Mutual Fund Performance

PFSVX performance across multiple time periods: 1-month 3.41%, YTD 7.29%, 1-year 9.95%, 3-year 10.50%, 5-year 4.84%.

PFSVX returns trail the peer average of 12.21% 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.