PVIVX Mutual Fund

NAV$60.98

Returns Overview

1 Month
-0.05%
3 Months
+13.11%
6 Months
+30.33%
YTD
+34.55%
1 Year
+51.81%
3 Years (annualized)
+16.29%
5 Years (annualized)
+7.90%
10 Years (annualized)
+15.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVIVX 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 Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+34.55%
Peer Avg (YTD)
+18.52%
vs Peers
+16.03%

PVIVX Mutual Fund Performance

PVIVX performance across multiple time periods: 1-month -0.05%, YTD 34.55%, 1-year 51.81%, 3-year 16.29%, 5-year 7.90%, 10-year 15.90%.

PVIVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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