PYVAX Mutual Fund

NAV$18.85

Returns Overview

1 Month
+0.38%
3 Months
+9.15%
6 Months
+9.78%
YTD
+9.07%
1 Year
+17.59%
3 Years (annualized)
+13.93%
5 Years (annualized)
+7.75%
10 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PYVAX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.07%
Peer Avg (YTD)
+9.49%
vs Peers
-0.42%

PYVAX Mutual Fund Performance

PYVAX performance across multiple time periods: 1-month 0.38%, YTD 9.07%, 1-year 17.59%, 3-year 13.93%, 5-year 7.75%, 10-year 9.17%.

PYVAX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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