PSVIX Mutual Fund

PSVIX Mutual Fund

NAV$18.14
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Returns Overview

1 Month
-0.28%
3 Months
+4.33%
6 Months
+11.67%
YTD
+17.33%
1 Year
+26.65%
3 Years (annualized)
+9.92%
5 Years (annualized)
+6.95%
10 Years (annualized)
+7.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSVIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.33%
Peer Avg (YTD)
+15.31%
vs Peers
+2.02%

PSVIX Mutual Fund Performance

PSVIX performance across multiple time periods: 1-month -0.28%, YTD 17.33%, 1-year 26.65%, 3-year 9.92%, 5-year 6.95%, 10-year 7.16%.

PSVIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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