PVCMX Mutual Fund

PVCMX Mutual Fund

NAV$12.93
See how much of PVCMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.93%
3 Months
+2.25%
6 Months
+2.42%
YTD
+4.53%
1 Year
+7.77%
3 Years (annualized)
+5.63%
5 Years (annualized)
+5.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVCMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Small Cap Index(^MSCP)
This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+15.31%
vs Peers
-10.78%

PVCMX Mutual Fund Performance

PVCMX performance across multiple time periods: 1-month 1.93%, YTD 4.53%, 1-year 7.77%, 3-year 5.63%, 5-year 5.29%.

PVCMX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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