PVFAX Mutual Fund

PVFAX Mutual Fund

NAV$57.98
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Returns Overview

1 Month
-0.49%
3 Months
-10.41%
6 Months
+18.87%
YTD
+16.85%
1 Year
+19.17%
3 Years (annualized)
+11.38%
5 Years (annualized)
+4.69%
10 Years (annualized)
+10.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVFAX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+16.85%
Peer Avg (YTD)
+10.34%
vs Peers
+6.51%

PVFAX Mutual Fund Performance

PVFAX performance across multiple time periods: 1-month -0.49%, YTD 16.85%, 1-year 19.17%, 3-year 11.38%, 5-year 4.69%, 10-year 10.83%.

PVFAX returns outperform 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.

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