PSVKX Mutual Fund

NAV$23.63

Returns Overview

1 Month
+6.24%
3 Months
+15.92%
6 Months
+21.71%
YTD
+21.27%
1 Year
+42.36%
3 Years (annualized)
+18.88%
5 Years (annualized)
+10.10%

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
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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.27%
Peer Avg (YTD)
+18.52%
vs Peers
+2.74%

PSVKX Mutual Fund Performance

PSVKX performance across multiple time periods: 1-month 6.24%, YTD 21.27%, 1-year 42.36%, 3-year 18.88%, 5-year 10.10%.

PSVKX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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