PVEJX Mutual Fund

NAV$17.76

Returns Overview

1 Month
+2.86%
3 Months
+9.24%
6 Months
+14.46%
YTD
+13.33%
1 Year
+26.32%
3 Years (annualized)
+13.84%
5 Years (annualized)
+9.17%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVEJX 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 Value(^RMCCV)
This Mutual Fund (YTD)
+13.33%
Peer Avg (YTD)
+10.82%
vs Peers
+2.51%

PVEJX Mutual Fund Performance

PVEJX performance across multiple time periods: 1-month 2.86%, YTD 13.33%, 1-year 26.32%, 3-year 13.84%, 5-year 9.17%, 10-year 10.99%.

PVEJX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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