PMVAX Mutual Fund

PMVAX Mutual Fund

NAV$15.36
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Returns Overview

1 Month
-6.48%
3 Months
+2.34%
6 Months
+4.74%
YTD
+1.21%
1 Year
+0.54%
3 Years (annualized)
+9.39%
5 Years (annualized)
-1.14%
10 Years (annualized)
+8.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMVAX 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
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📉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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.21%
Peer Avg (YTD)
+6.23%
vs Peers
-5.02%

PMVAX Mutual Fund Performance

PMVAX performance across multiple time periods: 1-month -6.48%, YTD 1.21%, 1-year 0.54%, 3-year 9.39%, 5-year -1.14%, 10-year 8.85%.

PMVAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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