PLVJX Mutual Fund

PLVJX Mutual Fund

NAV$19.46
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Returns Overview

1 Month
+4.46%
3 Months
+7.83%
6 Months
+12.32%
YTD
+14.03%
1 Year
+22.26%
3 Years (annualized)
+14.22%
5 Years (annualized)
+10.01%
10 Years (annualized)
+10.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLVJX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.03%
Peer Avg (YTD)
+11.41%
vs Peers
+2.62%

PLVJX Mutual Fund Performance

PLVJX performance across multiple time periods: 1-month 4.46%, YTD 14.03%, 1-year 22.26%, 3-year 14.22%, 5-year 10.01%, 10-year 10.81%.

PLVJX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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