PYSVX Mutual Fund

PYSVX Mutual Fund

NAV$20.72
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Returns Overview

1 Month
-2.73%
3 Months
+6.85%
6 Months
+13.34%
YTD
+19.09%
1 Year
+29.95%
3 Years (annualized)
+13.37%
5 Years (annualized)
+10.07%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PYSVX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.09%
Peer Avg (YTD)
+15.31%
vs Peers
+3.78%

PYSVX Mutual Fund Performance

PYSVX performance across multiple time periods: 1-month -2.73%, YTD 19.09%, 1-year 29.95%, 3-year 13.37%, 5-year 10.07%, 10-year 10.90%.

PYSVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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