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Paradigm Value (PVFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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58.74+0.19 (+0.32%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.08%
5-year average return10.58%
Number of years up17
Number of years down4
Best 1-yr total return (6 June 2024)31.50%
Worst 1-yr total return (6 June 2024)N/A
Best 3-yr total return31.50%
Worst 3-yr total return5.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPVFAXCategory
YTD7.00%20.19%
1-month5.56%0.02%
3-month1.98%4.36%
1-year25.71%60.18%
3-year0.59%11.32%
5-year11.91%13.88%
10-year9.07%11.19%
Last bull market28.96%27.98%
Last bear market-16.64%-24.08%

Annual total return (%) history

Year
PVFAXCategory
2024
N/AN/A
2023
13.31%N/A
2022
-20.42%N/A
2021
30.30%N/A
2020
17.78%10.99%
2019
22.27%23.75%
2018
-2.07%-12.72%
2017
14.06%12.28%
2016
17.29%20.78%
2015
1.35%-5.38%
2014
2.44%3.79%
2013
21.82%37.39%
2012
7.93%15.46%
2011
-3.22%-4.07%
2010
29.08%25.61%
2009
31.50%31.80%
2008
-33.88%-36.56%
2007
5.03%-1.10%
2006
19.30%15.03%
2005
19.49%6.75%
2004
32.09%18.94%
2003
60.89%43.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.44%N/AN/AN/A
20231.47%3.94%-2.10%9.75%
2022-12.35%-16.64%-3.05%12.34%
202116.88%7.51%-5.61%9.86%
2020-32.30%23.38%5.69%33.41%
201910.37%1.62%-0.06%9.09%
20182.74%7.48%3.96%-14.69%
20172.68%2.11%5.16%3.46%
20160.56%-3.47%10.15%9.69%
20151.92%3.31%-7.66%4.24%
20145.78%2.18%-9.26%4.45%
20138.38%0.49%5.84%5.69%
201211.31%-7.28%3.04%1.49%
20117.88%-2.89%-17.69%12.25%
20109.08%-9.14%10.76%17.58%
2009-9.07%22.43%13.73%3.86%
2008-10.45%1.34%0.02%-27.15%
20072.64%6.74%-1.28%-2.89%
200611.60%-4.73%1.01%11.09%
20050.64%6.60%7.97%3.15%
20048.46%5.21%0.55%15.12%
2003-5.95%30.99%9.01%19.80%

Rank in category (by total return)

YTD14
1-month18
3-month55
1-year20
3-year61
5-year19

Load adjusted returns

1-year25.71%
3-year0.59%
5-year11.91%
10-year9.07%