PVEYX Mutual Fund

PVEYX Mutual Fund

NAV$21.41
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Returns Overview

1 Month
+4.01%
3 Months
+4.41%
6 Months
+6.90%
YTD
+11.21%
1 Year
+20.53%
3 Years (annualized)
+4.72%
5 Years (annualized)
+9.52%
10 Years (annualized)
+7.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVEYX 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)
+11.21%
Peer Avg (YTD)
+20.35%
vs Peers
-9.14%

PVEYX Mutual Fund Performance

PVEYX performance across multiple time periods: 1-month 4.01%, YTD 11.21%, 1-year 20.53%, 3-year 4.72%, 5-year 9.52%, 10-year 7.60%.

PVEYX returns trail the peer average of 20.35% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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