PMVBX Mutual Fund

NAV$17.49

Returns Overview

1 Month
+1.52%
3 Months
+2.56%
6 Months
+4.46%
YTD
+13.26%
1 Year
+25.75%
3 Years (annualized)
-5.07%
5 Years (annualized)
+10.13%
10 Years (annualized)
+7.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMVBX 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

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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)
+13.26%
Peer Avg (YTD)
+17.92%
vs Peers
-4.65%

PMVBX Mutual Fund Performance

PMVBX performance across multiple time periods: 1-month 1.52%, YTD 13.26%, 1-year 25.75%, 3-year -5.07%, 5-year 10.13%, 10-year 7.14%.

PMVBX returns trail the peer average of 17.92% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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