PSVDX Mutual Fund

PSVDX Mutual Fund

NAV$23.04
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Returns Overview

1 Month
-0.04%
3 Months
+7.56%
6 Months
+13.41%
YTD
+22.65%
1 Year
+28.85%
3 Years (annualized)
+17.34%
5 Years (annualized)
+9.67%
10 Years (annualized)
+9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSVDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+22.65%
Peer Avg (YTD)
+15.20%
vs Peers
+7.45%

PSVDX Mutual Fund Performance

PSVDX performance across multiple time periods: 1-month -0.04%, YTD 22.65%, 1-year 28.85%, 3-year 17.34%, 5-year 9.67%, 10-year 9.69%.

PSVDX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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