PLVIX Mutual Fund

PLVIX Mutual Fund

NAV$20.26
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Returns Overview

1 Month
-3.92%
3 Months
+2.61%
6 Months
+13.34%
YTD
+12.17%
1 Year
+15.98%
3 Years (annualized)
+16.30%
5 Years (annualized)
+10.40%
10 Years (annualized)
+11.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLVIX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.17%
Peer Avg (YTD)
+10.00%
vs Peers
+2.18%

PLVIX Mutual Fund Performance

PLVIX performance across multiple time periods: 1-month -3.92%, YTD 12.17%, 1-year 15.98%, 3-year 16.30%, 5-year 10.40%, 10-year 11.35%.

PLVIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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