PVCMX Mutual Fund

NAV$12.84

Returns Overview

1 Month
+0.16%
3 Months
+1.80%
6 Months
+2.55%
YTD
+2.55%
1 Year
+5.65%
3 Years (annualized)
+5.30%
5 Years (annualized)
+4.93%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar Small Cap Index(^MSCP)
This Mutual Fund (YTD)
+2.55%
Peer Avg (YTD)
+18.52%
vs Peers
-15.97%

PVCMX Mutual Fund Performance

PVCMX performance across multiple time periods: 1-month 0.16%, YTD 2.55%, 1-year 5.65%, 3-year 5.30%, 5-year 4.93%.

PVCMX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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