PROVX Mutual Fund

NAV$20.27

Returns Overview

1 Month
-0.41%
3 Months
+9.18%
6 Months
+3.28%
YTD
+3.07%
1 Year
+18.16%
3 Years (annualized)
+14.36%
5 Years (annualized)
+6.22%
10 Years (annualized)
+12.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PROVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.07%
Peer Avg (YTD)
+8.97%
vs Peers
-5.91%

PROVX Mutual Fund Performance

PROVX performance across multiple time periods: 1-month -0.41%, YTD 3.07%, 1-year 18.16%, 3-year 14.36%, 5-year 6.22%, 10-year 12.44%.

PROVX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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