PRVIX Mutual Fund

PRVIX Mutual Fund

NAV$56.79
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Returns Overview

1 Month
-0.52%
3 Months
+2.21%
6 Months
+9.82%
YTD
+18.93%
1 Year
+23.10%
3 Years (annualized)
+15.26%
5 Years (annualized)
+6.37%
10 Years (annualized)
+10.19%

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)
+18.93%
Peer Avg (YTD)
+15.20%
vs Peers
+3.73%

PRVIX Mutual Fund Performance

PRVIX performance across multiple time periods: 1-month -0.52%, YTD 18.93%, 1-year 23.10%, 3-year 15.26%, 5-year 6.37%, 10-year 10.19%.

PRVIX returns outperform the peer average of 15.20% 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.