PMVAX Mutual Fund

NAV$19.07
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Returns Overview

1 Month
+5.94%
3 Months
+18.85%
6 Months
+9.25%
YTD
+8.22%
1 Year
+10.21%
3 Years (annualized)
+16.78%
5 Years (annualized)
+2.57%
10 Years (annualized)
+11.05%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+8.22%
Peer Avg (YTD)
+8.97%
vs Peers
-0.75%

PMVAX Mutual Fund Performance

PMVAX performance across multiple time periods: 1-month 5.94%, YTD 8.22%, 1-year 10.21%, 3-year 16.78%, 5-year 2.57%, 10-year 11.05%.

PMVAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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