PVIVX

Mutual fund

$53.53 -$1.47 (-2.67%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $44.34High $63.91

Has PVIVX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PVIVX returned +13.6%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PVIVX
+13.6%
S&P 500
+16.8%
Largest decline 
PVIVX
16.2%
S&P 500
8.9%
Risk-adjusted return 
PVIVX
0.48
S&P 500
0.99
Downside risk-adjusted return 
PVIVX
0.70
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

PeriodPVIVXS&P 500
1 month -2.0% +1.5%
3 months -14.7% +1.9%
Year to date +19.4% +12.8%
1 year +13.6% +16.8%
3 years (annualized) +12.4% +22.0%

Volatility (1-year, annualized): 25.5% · Largest decline (max drawdown, since Oct 2021): 95.7%

How are your investments doing?

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