PSVKX Mutual Fund

PSVKX Mutual Fund

NAV$23.60
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Returns Overview

1 Month
+1.34%
3 Months
+8.26%
6 Months
+16.54%
YTD
+22.89%
1 Year
+43.14%
3 Years (annualized)
+15.91%
5 Years (annualized)
+10.90%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSVKX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.89%
Peer Avg (YTD)
+15.31%
vs Peers
+7.58%

PSVKX Mutual Fund Performance

PSVKX performance across multiple time periods: 1-month 1.34%, YTD 22.89%, 1-year 43.14%, 3-year 15.91%, 5-year 10.90%, 10-year 9.97%.

PSVKX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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