PYVSX Mutual Fund

PYVSX Mutual Fund

NAV$18.74
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Returns Overview

1 Month
+1.05%
3 Months
+3.66%
6 Months
+8.31%
YTD
+12.80%
1 Year
+18.59%
3 Years (annualized)
+15.25%
5 Years (annualized)
+8.18%
10 Years (annualized)
+9.78%

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
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)
+12.80%
Peer Avg (YTD)
+12.44%
vs Peers
+0.37%

PYVSX Mutual Fund Performance

PYVSX performance across multiple time periods: 1-month 1.05%, YTD 12.80%, 1-year 18.59%, 3-year 15.25%, 5-year 8.18%, 10-year 9.78%.

PYVSX returns outperform the peer average of 12.44% 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.