PVFAX Mutual Fund

PVFAX Mutual Fund

NAV$59.62
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Returns Overview

1 Month
-6.75%
3 Months
+7.61%
6 Months
+17.53%
YTD
+22.81%
1 Year
+35.63%
3 Years (annualized)
+15.34%
5 Years (annualized)
+6.80%
10 Years (annualized)
+11.36%

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)
+22.81%
Peer Avg (YTD)
+15.31%
vs Peers
+7.50%

PVFAX Mutual Fund Performance

PVFAX performance across multiple time periods: 1-month -6.75%, YTD 22.81%, 1-year 35.63%, 3-year 15.34%, 5-year 6.80%, 10-year 11.36%.

PVFAX returns outperform 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.

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