Paradigm Micro-cap Fund (PVIVX)

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The chart shows the growth of an initial investment of $10,000 in Paradigm Micro-cap Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Paradigm Micro-cap Fund (PVIVX) has returned -1.09% so far this year and 10.38% over the past 12 months. Over the last ten years, PVIVX has returned 11.35% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 8, 2008, PVIVX's average daily return is +0.60%, while the average monthly return is +0.91%. At this rate, your investment would double in approximately 6.4 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2020 with a return of +25.4%, while the worst month was Mar 2020 at -22.8%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, PVIVX closed higher 52% of trading days. The best single day was Jan 28, 2025 with a return of +1,561.7%, while the worst single day was Jan 30, 2025 at -91.7%.

Paradigm Micro-cap Fund has an annualized alpha of 289.53%, beta of 1.35, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since January 09, 2008.

• This fund captured 110.59% of S&P 500 Index gains and 109.28% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.00 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

PVIVX has a high expense ratio of 1.25%, indicating above-average management fees.

PVIVX ranks 13 for risk / return — in the bottom 13% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Paradigm Micro-cap Fund (PVIVX) and compare them to a chosen benchmark (S&P 500 Index).

Paradigm Micro-cap Fund provided a 16.11% dividend yield over the last twelve months, with an annual payout of $7.14 per share.

The table displays the monthly dividend distributions for Paradigm Micro-cap Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Paradigm Micro-cap Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Paradigm Micro-cap Fund was 95.67%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Paradigm Micro-cap Fund drawdown is 94.57%.

The chart below shows the rolling one-month volatility.