PNVAX Mutual Fund

PNVAX Mutual Fund

NAV$46.88
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Returns Overview

1 Month
-4.38%
3 Months
+2.16%
6 Months
+8.72%
YTD
+3.21%
1 Year
+7.33%
3 Years (annualized)
+15.54%
5 Years (annualized)
+5.74%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNVAX 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
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📉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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+3.21%
Peer Avg (YTD)
+7.86%
vs Peers
-4.65%

PNVAX Mutual Fund Performance

PNVAX performance across multiple time periods: 1-month -4.38%, YTD 3.21%, 1-year 7.33%, 3-year 15.54%, 5-year 5.74%, 10-year 9.04%.

PNVAX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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