PRSVX Mutual Fund

NAV$61.78

Returns Overview

1 Month
-1.50%
3 Months
+6.37%
6 Months
+12.96%
YTD
+19.52%
1 Year
+50.59%
3 Years (annualized)
+19.79%
5 Years (annualized)
+9.06%
10 Years (annualized)
+12.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRSVX 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
Lipper Small-Cap Core Funds Index(^LSCCFI)
This Mutual Fund (YTD)
+19.52%
Peer Avg (YTD)
+18.52%
vs Peers
+1.00%

PRSVX Mutual Fund Performance

PRSVX performance across multiple time periods: 1-month -1.50%, YTD 19.52%, 1-year 50.59%, 3-year 19.79%, 5-year 9.06%, 10-year 12.01%.

PRSVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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