PVIVX Mutual Fund

PVIVX Mutual Fund

NAV$59.33
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Returns Overview

1 Month
-5.99%
3 Months
+12.11%
6 Months
+28.02%
YTD
+34.02%
1 Year
+43.87%
3 Years (annualized)
+13.17%
5 Years (annualized)
+7.27%
10 Years (annualized)
+14.11%

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)
+34.02%
Peer Avg (YTD)
+15.31%
vs Peers
+18.71%

PVIVX Mutual Fund Performance

PVIVX performance across multiple time periods: 1-month -5.99%, YTD 34.02%, 1-year 43.87%, 3-year 13.17%, 5-year 7.27%, 10-year 14.11%.

PVIVX returns outperform the peer average of 15.31% 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.