PLVJX Mutual Fund

NAV$19.72

Returns Overview

1 Month
+1.47%
3 Months
+10.39%
6 Months
+10.20%
YTD
+9.16%
1 Year
+17.82%
3 Years (annualized)
+13.94%
5 Years (annualized)
+9.12%
10 Years (annualized)
+10.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLVJX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.16%
Peer Avg (YTD)
+9.49%
vs Peers
-0.33%

PLVJX Mutual Fund Performance

PLVJX performance across multiple time periods: 1-month 1.47%, YTD 9.16%, 1-year 17.82%, 3-year 13.94%, 5-year 9.12%, 10-year 10.63%.

PLVJX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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