PVFIX Mutual Fund

PVFIX Mutual Fund

NAV$18.35
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Returns Overview

1 Month
+1.69%
3 Months
+3.74%
6 Months
+7.91%
YTD
+12.35%
1 Year
+22.85%
3 Years (annualized)
+13.68%
5 Years (annualized)
+11.36%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVFIX 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 Index(^RUT)
This Mutual Fund (YTD)
+12.35%
Peer Avg (YTD)
+6.57%
vs Peers
+5.78%

PVFIX Mutual Fund Performance

PVFIX performance across multiple time periods: 1-month 1.69%, YTD 12.35%, 1-year 22.85%, 3-year 13.68%, 5-year 11.36%, 10-year 8.04%.

PVFIX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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