PVFYX Mutual Fund

PVFYX Mutual Fund

NAV$28.16
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Returns Overview

1 Month
+3.76%
3 Months
+5.93%
6 Months
+13.80%
YTD
+16.47%
1 Year
+23.35%
3 Years (annualized)
+20.07%
5 Years (annualized)
+14.92%
10 Years (annualized)
+20.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVFYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.47%
Peer Avg (YTD)
+11.21%
vs Peers
+5.25%

PVFYX Mutual Fund Performance

PVFYX performance across multiple time periods: 1-month 3.76%, YTD 16.47%, 1-year 23.35%, 3-year 20.07%, 5-year 14.92%, 10-year 20.50%.

PVFYX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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