PVCMX Mutual Fund

PVCMX Mutual Fund

NAV$12.68
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Returns Overview

1 Month
-1.86%
3 Months
+1.61%
6 Months
+3.43%
YTD
+4.20%
1 Year
+4.88%
3 Years (annualized)
+6.02%
5 Years (annualized)
+5.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVCMX 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)
+4.20%
Peer Avg (YTD)
+10.34%
vs Peers
-6.14%

PVCMX Mutual Fund Performance

PVCMX performance across multiple time periods: 1-month -1.86%, YTD 4.20%, 1-year 4.88%, 3-year 6.02%, 5-year 5.75%.

PVCMX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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