PMVQX Mutual Fund

PMVQX Mutual Fund

NAV$35.22
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Returns Overview

1 Month
+6.32%
3 Months
+3.93%
6 Months
+14.38%
YTD
+26.79%
1 Year
+32.97%
3 Years (annualized)
+24.29%
5 Years (annualized)
+11.20%
10 Years (annualized)
+9.80%

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)
+26.79%
Peer Avg (YTD)
+8.01%
vs Peers
+18.79%

PMVQX Mutual Fund Performance

PMVQX performance across multiple time periods: 1-month 6.32%, YTD 26.79%, 1-year 32.97%, 3-year 24.29%, 5-year 11.20%, 10-year 9.80%.

PMVQX returns outperform the peer average of 8.01% 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.