PSVIX Mutual Fund

NAV$18.08

Returns Overview

1 Month
+1.29%
3 Months
+5.30%
6 Months
+10.85%
YTD
+17.33%
1 Year
+31.03%
3 Years (annualized)
+13.46%
5 Years (annualized)
+7.66%
10 Years (annualized)
+7.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSVIX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.33%
Peer Avg (YTD)
+18.52%
vs Peers
-1.20%

PSVIX Mutual Fund Performance

PSVIX performance across multiple time periods: 1-month 1.29%, YTD 17.33%, 1-year 31.03%, 3-year 13.46%, 5-year 7.66%, 10-year 7.84%.

PSVIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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