PYVSX Mutual Fund

PYVSX Mutual Fund

NAV$19.22
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Returns Overview

1 Month
+1.76%
3 Months
+0.90%
6 Months
+5.32%
YTD
+12.63%
1 Year
+15.23%
3 Years (annualized)
+18.30%
5 Years (annualized)
+8.30%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PYVSX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.63%
Peer Avg (YTD)
+14.61%
vs Peers
-1.99%

PYVSX Mutual Fund Performance

PYVSX performance across multiple time periods: 1-month 1.76%, YTD 12.63%, 1-year 15.23%, 3-year 18.30%, 5-year 8.30%, 10-year 10.16%.

PYVSX returns trail the peer average of 14.61% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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