PFSVX Mutual Fund

PFSVX Mutual Fund

NAV$14.79
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Returns Overview

1 Month
-5.97%
3 Months
-9.51%
6 Months
+7.48%
YTD
+3.75%
1 Year
+5.96%
3 Years (annualized)
+8.49%
5 Years (annualized)
+5.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFSVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+3.75%
Peer Avg (YTD)
+10.34%
vs Peers
-6.59%

PFSVX Mutual Fund Performance

PFSVX performance across multiple time periods: 1-month -5.97%, YTD 3.75%, 1-year 5.96%, 3-year 8.49%, 5-year 5.49%.

PFSVX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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