PVNBX Mutual Fund

NAV$40.91

Returns Overview

1 Month
+3.48%
3 Months
+5.92%
6 Months
+10.31%
YTD
+10.54%
1 Year
+16.95%
3 Years (annualized)
-0.42%
5 Years (annualized)
+8.02%
10 Years (annualized)
+4.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVNBX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+10.54%
Peer Avg (YTD)
+10.97%
vs Peers
-0.43%

PVNBX Mutual Fund Performance

PVNBX performance across multiple time periods: 1-month 3.48%, YTD 10.54%, 1-year 16.95%, 3-year -0.42%, 5-year 8.02%, 10-year 4.18%.

PVNBX returns trail the peer average of 10.97% YTD. With an expense ratio of 2.33%, investors should weigh costs against performance when evaluating this mutual fund.

PVNBX performance comparison shows side-by-side returns with another fund. PVNBX alternatives are available in the Mutual Fund Screener.