PVFIX Mutual Fund

NAV$18.31

Returns Overview

1 Month
+2.13%
3 Months
+7.01%
6 Months
+11.17%
YTD
+10.48%
1 Year
+20.58%
3 Years (annualized)
+14.43%
5 Years (annualized)
+10.31%
10 Years (annualized)
+8.27%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+10.48%
Peer Avg (YTD)
+6.73%
vs Peers
+3.75%

PVFIX Mutual Fund Performance

PVFIX performance across multiple time periods: 1-month 2.13%, YTD 10.48%, 1-year 20.58%, 3-year 14.43%, 5-year 10.31%, 10-year 8.27%.

PVFIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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