PVCMX

Mutual fund

$12.68 -$0.01 (-0.08%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $12.10High $12.95

Has PVCMX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PVCMX returned +5.5%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PVCMX
+5.5%
S&P 500
+16.8%
Largest decline 
PVCMX
2.8%
S&P 500
8.9%
Risk-adjusted return 
PVCMX
0.39
S&P 500
0.99
Downside risk-adjusted return 
PVCMX
0.58
S&P 500
1.45

Oct 16, 2025 – Oct 16, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodPVCMXS&P 500
1 month -0.5% +1.5%
3 months -0.3% +1.9%
Year to date +4.4% +12.8%
1 year +5.5% +16.8%
3 years (annualized) +5.5% +22.0%

Volatility (1-year, annualized): 4.3% · Largest decline (max drawdown, since Oct 2021): 7.4%

How are your investments doing?

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