PVFYX Mutual Fund

NAV$28.82

Returns Overview

1 Month
-0.87%
3 Months
+10.39%
6 Months
+9.64%
YTD
+8.99%
1 Year
+19.65%
3 Years (annualized)
+18.25%
5 Years (annualized)
+14.43%
10 Years (annualized)
+20.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVFYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.99%
Peer Avg (YTD)
+9.51%
vs Peers
-0.52%

PVFYX Mutual Fund Performance

PVFYX performance across multiple time periods: 1-month -0.87%, YTD 8.99%, 1-year 19.65%, 3-year 18.25%, 5-year 14.43%, 10-year 20.15%.

PVFYX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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