PMVQX Mutual Fund

PMVQX Mutual Fund

NAV$34.04
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Returns Overview

1 Month
+1.06%
3 Months
+8.09%
6 Months
+15.31%
YTD
+24.51%
1 Year
+30.57%
3 Years (annualized)
+18.91%
5 Years (annualized)
+10.78%
10 Years (annualized)
+9.44%

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
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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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+24.51%
Peer Avg (YTD)
+9.89%
vs Peers
+14.62%

PMVQX Mutual Fund Performance

PMVQX performance across multiple time periods: 1-month 1.06%, YTD 24.51%, 1-year 30.57%, 3-year 18.91%, 5-year 10.78%, 10-year 9.44%.

PMVQX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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