PYVLX Mutual Fund

PYVLX Mutual Fund

NAV$19.10
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Returns Overview

1 Month
+1.06%
3 Months
+3.64%
6 Months
+8.28%
YTD
+12.72%
1 Year
+18.51%
3 Years (annualized)
+15.66%
5 Years (annualized)
+8.49%
10 Years (annualized)
+9.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PYVLX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.72%
Peer Avg (YTD)
+12.44%
vs Peers
+0.28%

PYVLX Mutual Fund Performance

PYVLX performance across multiple time periods: 1-month 1.06%, YTD 12.72%, 1-year 18.51%, 3-year 15.66%, 5-year 8.49%, 10-year 9.89%.

PYVLX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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