PPVCX Mutual Fund

NAV$9.35

Returns Overview

1 Month
-0.05%
3 Months
+0.13%
6 Months
+0.03%
YTD
+0.03%
1 Year
+1.82%
3 Years (annualized)
+3.73%
5 Years (annualized)
+0.74%
10 Years (annualized)
+0.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPVCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Short-Intermediate Investment Grade Debt Funds Index(^LSINTIGDFI)
This Mutual Fund (YTD)
+0.03%
Peer Avg (YTD)
+3.23%
vs Peers
-3.20%

PPVCX Mutual Fund Performance

PPVCX performance across multiple time periods: 1-month -0.05%, YTD 0.03%, 1-year 1.82%, 3-year 3.73%, 5-year 0.74%, 10-year 0.97%.

PPVCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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