PVPNX Mutual Fund

PVPNX Mutual Fund

NAV$18.48
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Returns Overview

1 Month
-1.96%
3 Months
-0.53%
6 Months
+10.25%
YTD
+8.60%
1 Year
+11.89%
3 Years (annualized)
+15.41%
5 Years (annualized)
+7.63%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVPNX 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
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+8.60%
Peer Avg (YTD)
+7.09%
vs Peers
+1.52%

PVPNX Mutual Fund Performance

PVPNX performance across multiple time periods: 1-month -1.96%, YTD 8.60%, 1-year 11.89%, 3-year 15.41%, 5-year 7.63%, 10-year 9.95%.

PVPNX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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