PLVYX Mutual Fund

PLVYX Mutual Fund

NAV$21.83
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Returns Overview

1 Month
+2.05%
3 Months
+2.87%
6 Months
+8.57%
YTD
+16.40%
1 Year
+22.36%
3 Years (annualized)
+10.78%
5 Years (annualized)
+10.02%
10 Years (annualized)
+8.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLVYX 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
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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)
+16.40%
Peer Avg (YTD)
+20.11%
vs Peers
-3.71%

PLVYX Mutual Fund Performance

PLVYX performance across multiple time periods: 1-month 2.05%, YTD 16.40%, 1-year 22.36%, 3-year 10.78%, 5-year 10.02%, 10-year 8.22%.

PLVYX returns trail the peer average of 20.11% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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