PRVIX Mutual Fund

PRVIX Mutual Fund

NAV$57.65
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Returns Overview

1 Month
+3.08%
3 Months
-4.52%
6 Months
+0.38%
YTD
+13.15%
1 Year
+16.88%
3 Years (annualized)
+17.86%
5 Years (annualized)
+4.62%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRVIX 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
Lipper Small-Cap Core Funds Index(^LSCCFI)
This Mutual Fund (YTD)
+13.15%
Peer Avg (YTD)
+12.21%
vs Peers
+0.94%

PRVIX Mutual Fund Performance

PRVIX performance across multiple time periods: 1-month 3.08%, YTD 13.15%, 1-year 16.88%, 3-year 17.86%, 5-year 4.62%, 10-year 10.04%.

PRVIX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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