PNVAX Mutual Fund

PNVAX Mutual Fund

NAV$46.33
See how much of PNVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.71%
3 Months
+0.04%
6 Months
+4.46%
YTD
+3.95%
1 Year
+7.81%
3 Years (annualized)
+18.10%
5 Years (annualized)
+5.44%
10 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNVAX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+3.95%
Peer Avg (YTD)
+7.47%
vs Peers
-3.53%

PNVAX Mutual Fund Performance

PNVAX performance across multiple time periods: 1-month 0.71%, YTD 3.95%, 1-year 7.81%, 3-year 18.10%, 5-year 5.44%, 10-year 7.67%.

PNVAX returns trail the peer average of 7.47% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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