PVFAX Mutual Fund

PVFAX Mutual Fund

NAV$55.60
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Returns Overview

1 Month
-3.67%
3 Months
-7.46%
6 Months
-0.42%
YTD
+12.56%
1 Year
+16.71%
3 Years (annualized)
+17.20%
5 Years (annualized)
+4.84%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVFAX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+12.56%
Peer Avg (YTD)
+12.21%
vs Peers
+0.35%

PVFAX Mutual Fund Performance

PVFAX performance across multiple time periods: 1-month -3.67%, YTD 12.56%, 1-year 16.71%, 3-year 17.20%, 5-year 4.84%, 10-year 11.18%.

PVFAX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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