PVPAX

Mutual fund

$18.15 -$0.12 (-0.66%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $16.38High $18.79

Has PVPAX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PVPAX returned +11.2%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PVPAX
+11.2%
S&P 500
+16.8%
Largest decline 
PVPAX
7.7%
S&P 500
8.9%
Risk-adjusted return 
PVPAX
0.70
S&P 500
0.99
Downside risk-adjusted return 
PVPAX
1.01
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

PeriodPVPAXS&P 500
1 month -0.2% +1.5%
3 months -0.3% +1.9%
Year to date +8.7% +12.8%
1 year +11.2% +16.8%
3 years (annualized) +16.1% +22.0%

Volatility (1-year, annualized): 10.6% · Largest decline (max drawdown, since Oct 2021): 25.1%

How are your investments doing?

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