PMVQX Mutual Fund

NAV$34.33

Returns Overview

1 Month
+3.51%
3 Months
+14.64%
6 Months
+19.23%
YTD
+18.07%
1 Year
+31.26%
3 Years (annualized)
+20.41%
5 Years (annualized)
+14.11%
10 Years (annualized)
+11.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMVQX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+18.07%
Peer Avg (YTD)
+10.82%
vs Peers
+7.25%

PMVQX Mutual Fund Performance

PMVQX performance across multiple time periods: 1-month 3.51%, YTD 18.07%, 1-year 31.26%, 3-year 20.41%, 5-year 14.11%, 10-year 11.29%.

PMVQX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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