PVIVX Mutual Fund

PVIVX Mutual Fund

NAV$56.27
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Returns Overview

1 Month
-1.89%
3 Months
-13.25%
6 Months
+21.00%
YTD
+22.33%
1 Year
+18.09%
3 Years (annualized)
+10.86%
5 Years (annualized)
+6.12%
10 Years (annualized)
+12.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVIVX 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 Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+22.33%
Peer Avg (YTD)
+10.34%
vs Peers
+11.99%

PVIVX Mutual Fund Performance

PVIVX performance across multiple time periods: 1-month -1.89%, YTD 22.33%, 1-year 18.09%, 3-year 10.86%, 5-year 6.12%, 10-year 12.78%.

PVIVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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