PMVRX Mutual Fund

PMVRX Mutual Fund

NAV$13.88
See how much of PMVRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.47%
3 Months
+2.30%
6 Months
+4.64%
YTD
+1.08%
1 Year
+0.30%
3 Years (annualized)
+9.13%
5 Years (annualized)
-1.39%
10 Years (annualized)
+8.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMVRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.08%
Peer Avg (YTD)
+6.23%
vs Peers
-5.16%

PMVRX Mutual Fund Performance

PMVRX performance across multiple time periods: 1-month -6.47%, YTD 1.08%, 1-year 0.30%, 3-year 9.13%, 5-year -1.39%, 10-year 8.58%.

PMVRX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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