PRVYX Mutual Fund

NAV$34.97

Returns Overview

1 Month
+0.47%
3 Months
+11.38%
6 Months
+6.71%
YTD
+6.22%
1 Year
+13.91%
3 Years (annualized)
+13.95%
5 Years (annualized)
+7.94%
10 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRVYX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.22%
Peer Avg (YTD)
+7.64%
vs Peers
-1.42%

PRVYX Mutual Fund Performance

PRVYX performance across multiple time periods: 1-month 0.47%, YTD 6.22%, 1-year 13.91%, 3-year 13.95%, 5-year 7.94%, 10-year 9.71%.

PRVYX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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