PSVKX Mutual Fund

PSVKX Mutual Fund

NAV$23.34
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Returns Overview

1 Month
+3.83%
3 Months
+0.47%
6 Months
+8.77%
YTD
+23.47%
1 Year
+30.72%
3 Years (annualized)
+21.87%
5 Years (annualized)
+9.43%
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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+23.47%
Peer Avg (YTD)
+12.21%
vs Peers
+11.26%

PSVKX Mutual Fund Performance

PSVKX performance across multiple time periods: 1-month 3.83%, YTD 23.47%, 1-year 30.72%, 3-year 21.87%, 5-year 9.43%, 10-year 9.97%.

PSVKX returns outperform the peer average of 12.21% 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.