PMVYX Mutual Fund

PMVYX Mutual Fund

NAV$15.90
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Returns Overview

1 Month
-6.49%
3 Months
+2.44%
6 Months
+4.89%
YTD
+1.34%
1 Year
+0.78%
3 Years (annualized)
+9.67%
5 Years (annualized)
-0.89%
10 Years (annualized)
+9.12%

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
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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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.34%
Peer Avg (YTD)
+6.23%
vs Peers
-4.89%

PMVYX Mutual Fund Performance

PMVYX performance across multiple time periods: 1-month -6.49%, YTD 1.34%, 1-year 0.78%, 3-year 9.67%, 5-year -0.89%, 10-year 9.12%.

PMVYX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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