PVCIX Mutual Fund

PVCIX Mutual Fund

NAV$12.92
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Returns Overview

1 Month
+1.93%
3 Months
+2.34%
6 Months
+2.59%
YTD
+4.70%
1 Year
+8.01%
3 Years (annualized)
+5.91%
5 Years (annualized)
+5.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVCIX 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
Morningstar Small Cap Index(^MSCP)
This Mutual Fund (YTD)
+4.70%
Peer Avg (YTD)
+15.31%
vs Peers
-10.61%

PVCIX Mutual Fund Performance

PVCIX performance across multiple time periods: 1-month 1.93%, YTD 4.70%, 1-year 8.01%, 3-year 5.91%, 5-year 5.06%.

PVCIX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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