PSVIX Mutual Fund

PSVIX Mutual Fund

NAV$17.52
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Returns Overview

1 Month
-4.13%
3 Months
-5.18%
6 Months
+6.77%
YTD
+11.55%
1 Year
+13.63%
3 Years (annualized)
+11.12%
5 Years (annualized)
+6.51%
10 Years (annualized)
+6.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSVIX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+11.55%
Peer Avg (YTD)
+10.34%
vs Peers
+1.21%

PSVIX Mutual Fund Performance

PSVIX performance across multiple time periods: 1-month -4.13%, YTD 11.55%, 1-year 13.63%, 3-year 11.12%, 5-year 6.51%, 10-year 6.90%.

PSVIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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