PMVFX Mutual Fund

PMVFX Mutual Fund

NAV$33.73
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Returns Overview

1 Month
+1.04%
3 Months
+8.05%
6 Months
+15.16%
YTD
+24.31%
1 Year
+30.21%
3 Years (annualized)
+21.30%
5 Years (annualized)
+14.20%
10 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMVFX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+24.31%
Peer Avg (YTD)
+9.89%
vs Peers
+14.42%

PMVFX Mutual Fund Performance

PMVFX performance across multiple time periods: 1-month 1.04%, YTD 24.31%, 1-year 30.21%, 3-year 21.30%, 5-year 14.20%, 10-year 8.98%.

PMVFX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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