PMVYX Mutual Fund

NAV$19.48

Returns Overview

1 Month
+5.99%
3 Months
+18.92%
6 Months
+9.38%
YTD
+8.38%
1 Year
+10.54%
3 Years (annualized)
+17.01%
5 Years (annualized)
+5.51%
10 Years (annualized)
+14.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMVYX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+8.38%
Peer Avg (YTD)
+8.97%
vs Peers
-0.59%

PMVYX Mutual Fund Performance

PMVYX performance across multiple time periods: 1-month 5.99%, YTD 8.38%, 1-year 10.54%, 3-year 17.01%, 5-year 5.51%, 10-year 14.27%.

PMVYX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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