PVMIX Mutual Fund

PVMIX Mutual Fund

NAV$17.76
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Returns Overview

1 Month
+1.25%
3 Months
+4.64%
6 Months
+10.20%
YTD
+15.94%
1 Year
+19.84%
3 Years (annualized)
+12.28%
5 Years (annualized)
+8.82%
10 Years (annualized)
+10.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVMIX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+15.94%
Peer Avg (YTD)
+9.54%
vs Peers
+6.40%

PVMIX Mutual Fund Performance

PVMIX performance across multiple time periods: 1-month 1.25%, YTD 15.94%, 1-year 19.84%, 3-year 12.28%, 5-year 8.82%, 10-year 10.74%.

PVMIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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