PVETX Mutual Fund

PVETX Mutual Fund

NAV$16.87
See how much of PVETX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.92%
3 Months
-11.54%
6 Months
+5.97%
YTD
+5.97%
1 Year
-12.11%
3 Years (annualized)
+0.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVETX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+10.34%
vs Peers
-4.37%

PVETX Mutual Fund Performance

PVETX performance across multiple time periods: 1-month -3.92%, YTD 5.97%, 1-year -12.11%, 3-year 0.66%.

PVETX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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