PVCIX Mutual Fund

PVCIX Mutual Fund

NAV$12.68
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Returns Overview

1 Month
-1.79%
3 Months
+1.61%
6 Months
+3.60%
YTD
+4.37%
1 Year
+5.12%
3 Years (annualized)
+5.91%
5 Years (annualized)
+5.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVCIX 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
Morningstar Small Cap Index(^MSCP)
This Mutual Fund (YTD)
+4.37%
Peer Avg (YTD)
+10.34%
vs Peers
-5.97%

PVCIX Mutual Fund Performance

PVCIX performance across multiple time periods: 1-month -1.79%, YTD 4.37%, 1-year 5.12%, 3-year 5.91%, 5-year 5.06%.

PVCIX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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