PVPAX Mutual Fund

NAV$18.64

Returns Overview

1 Month
-0.33%
3 Months
+10.69%
6 Months
+9.38%
YTD
+8.93%
1 Year
+19.09%
3 Years (annualized)
+14.39%
5 Years (annualized)
+7.44%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVPAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+8.93%
Peer Avg (YTD)
+7.64%
vs Peers
+1.29%

PVPAX Mutual Fund Performance

PVPAX performance across multiple time periods: 1-month -0.33%, YTD 8.93%, 1-year 19.09%, 3-year 14.39%, 5-year 7.44%, 10-year 9.66%.

PVPAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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