PASVX Mutual Fund

PASVX Mutual Fund

NAV$56.64
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Returns Overview

1 Month
-6.94%
3 Months
-10.11%
6 Months
+6.40%
YTD
+9.35%
1 Year
+12.59%
3 Years (annualized)
+13.64%
5 Years (annualized)
+7.56%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PASVX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Small-Cap Core Funds Index(^LSCCFI)
This Mutual Fund (YTD)
+9.35%
Peer Avg (YTD)
+10.34%
vs Peers
-0.99%

PASVX Mutual Fund Performance

PASVX performance across multiple time periods: 1-month -6.94%, YTD 9.35%, 1-year 12.59%, 3-year 13.64%, 5-year 7.56%, 10-year 11.44%.

PASVX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

PASVX vs another fund shows side-by-side returns. PASVX alternatives are available in the Mutual Fund Screener.