PPVCX Mutual Fund

PPVCX Mutual Fund

NAV$9.20
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Returns Overview

1 Month
+1.25%
3 Months
-0.09%
6 Months
-0.36%
YTD
-0.32%
1 Year
+0.27%
3 Years (annualized)
+3.68%
5 Years (annualized)
+0.72%
10 Years (annualized)
+0.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPVCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Short-Intermediate Investment Grade Debt Funds Index(^LSINTIGDFI)
This Mutual Fund (YTD)
-0.32%
Peer Avg (YTD)
+2.28%
vs Peers
-2.60%

PPVCX Mutual Fund Performance

PPVCX performance across multiple time periods: 1-month 1.25%, YTD -0.32%, 1-year 0.27%, 3-year 3.68%, 5-year 0.72%, 10-year 0.98%.

PPVCX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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