PFSVX Mutual Fund

NAV$15.56

Returns Overview

1 Month
-2.02%
3 Months
+4.85%
6 Months
+4.15%
YTD
+10.12%
1 Year
+24.05%
3 Years (annualized)
+11.57%
5 Years (annualized)
+6.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFSVX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+10.12%
Peer Avg (YTD)
+18.52%
vs Peers
-8.40%

PFSVX Mutual Fund Performance

PFSVX performance across multiple time periods: 1-month -2.02%, YTD 10.12%, 1-year 24.05%, 3-year 11.57%, 5-year 6.99%.

PFSVX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

PFSVX performance comparison shows side-by-side returns with another fund. PFSVX alternatives are available in the Mutual Fund Screener.