PVETX Mutual Fund

PVETX Mutual Fund

NAV$16.87
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Returns Overview

1 Month
+5.97%
3 Months
+5.97%
6 Months
+5.97%
YTD
+5.97%
1 Year
+3.82%
3 Years (annualized)
+0.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVETX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+18.52%
vs Peers
-12.56%

PVETX Mutual Fund Performance

PVETX performance across multiple time periods: 1-month 5.97%, YTD 5.97%, 1-year 3.82%, 3-year 0.27%.

PVETX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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