PVIVX Mutual Fund

PVIVX Mutual Fund

NAV$53.57
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Returns Overview

1 Month
-3.32%
3 Months
-10.79%
6 Months
+0.02%
YTD
+18.27%
1 Year
+17.37%
3 Years (annualized)
+15.48%
5 Years (annualized)
+5.02%
10 Years (annualized)
+12.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVIVX 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 Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+18.27%
Peer Avg (YTD)
+12.21%
vs Peers
+6.06%

PVIVX Mutual Fund Performance

PVIVX performance across multiple time periods: 1-month -3.32%, YTD 18.27%, 1-year 17.37%, 3-year 15.48%, 5-year 5.02%, 10-year 12.33%.

PVIVX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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