PVFAX Mutual Fund

NAV$59.91

Returns Overview

1 Month
-2.30%
3 Months
+8.65%
6 Months
+16.72%
YTD
+22.39%
1 Year
+46.48%
3 Years (annualized)
+16.55%
5 Years (annualized)
+6.63%
10 Years (annualized)
+12.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVFAX 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)
+22.39%
Peer Avg (YTD)
+18.52%
vs Peers
+3.87%

PVFAX Mutual Fund Performance

PVFAX performance across multiple time periods: 1-month -2.30%, YTD 22.39%, 1-year 46.48%, 3-year 16.55%, 5-year 6.63%, 10-year 12.90%.

PVFAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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