PMVRX Mutual Fund

NAV$17.19

Returns Overview

1 Month
+5.92%
3 Months
+18.71%
6 Months
+9.05%
YTD
+8.07%
1 Year
+9.91%
3 Years (annualized)
+16.72%
5 Years (annualized)
+2.43%
10 Years (annualized)
+10.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMVRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+8.07%
Peer Avg (YTD)
+8.97%
vs Peers
-0.90%

PMVRX Mutual Fund Performance

PMVRX performance across multiple time periods: 1-month 5.92%, YTD 8.07%, 1-year 9.91%, 3-year 16.72%, 5-year 2.43%, 10-year 10.83%.

PMVRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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