PVFIX Mutual Fund

PVFIX Mutual Fund

NAV$18.09
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Returns Overview

1 Month
+1.11%
3 Months
+5.02%
6 Months
+6.43%
YTD
+13.60%
1 Year
+18.38%
3 Years (annualized)
+13.44%
5 Years (annualized)
+10.69%
10 Years (annualized)
+7.89%

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
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📉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)
+13.60%
Peer Avg (YTD)
+7.17%
vs Peers
+6.43%

PVFIX Mutual Fund Performance

PVFIX performance across multiple time periods: 1-month 1.11%, YTD 13.60%, 1-year 18.38%, 3-year 13.44%, 5-year 10.69%, 10-year 7.89%.

PVFIX returns outperform the peer average of 7.17% 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.