PYVLX Mutual Fund

PYVLX Mutual Fund

NAV$18.92
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Returns Overview

1 Month
+2.16%
3 Months
+4.36%
6 Months
+9.67%
YTD
+11.54%
1 Year
+19.92%
3 Years (annualized)
+14.63%
5 Years (annualized)
+8.69%
10 Years (annualized)
+9.68%

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)
+11.54%
Peer Avg (YTD)
+11.41%
vs Peers
+0.12%

PYVLX Mutual Fund Performance

PYVLX performance across multiple time periods: 1-month 2.16%, YTD 11.54%, 1-year 19.92%, 3-year 14.63%, 5-year 8.69%, 10-year 9.68%.

PYVLX returns outperform the peer average of 11.41% 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.