PYSVX Mutual Fund

PYSVX Mutual Fund

NAV$19.18
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Returns Overview

1 Month
-5.75%
3 Months
-8.19%
6 Months
+11.15%
YTD
+12.41%
1 Year
+14.33%
3 Years (annualized)
+14.27%
5 Years (annualized)
+8.82%
10 Years (annualized)
+10.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PYSVX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.41%
Peer Avg (YTD)
+10.34%
vs Peers
+2.07%

PYSVX Mutual Fund Performance

PYSVX performance across multiple time periods: 1-month -5.75%, YTD 12.41%, 1-year 14.33%, 3-year 14.27%, 5-year 8.82%, 10-year 10.10%.

PYSVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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