PMVFX Mutual Fund

PMVFX Mutual Fund

NAV$34.11
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Returns Overview

1 Month
-3.31%
3 Months
+0.92%
6 Months
+15.60%
YTD
+19.02%
1 Year
+24.08%
3 Years (annualized)
+21.30%
5 Years (annualized)
+14.20%
10 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMVFX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+19.02%
Peer Avg (YTD)
+6.72%
vs Peers
+12.30%

PMVFX Mutual Fund Performance

PMVFX performance across multiple time periods: 1-month -3.31%, YTD 19.02%, 1-year 24.08%, 3-year 21.30%, 5-year 14.20%, 10-year 8.98%.

PMVFX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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