PVCIX Mutual Fund

NAV$12.81

Returns Overview

1 Month
+0.24%
3 Months
+1.97%
6 Months
+2.72%
YTD
+2.72%
1 Year
+5.97%

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
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
Morningstar Small Cap Index(^MSCP)
This Mutual Fund (YTD)
+2.72%
Peer Avg (YTD)
+18.52%
vs Peers
-15.80%

PVCIX Mutual Fund Performance

PVCIX performance across multiple time periods: 1-month 0.24%, YTD 2.72%, 1-year 5.97%.

PVCIX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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