PVIVX vs. FDM

In the year-to-date period, PVIVX achieves a -11.05% return, which is significantly lower than FDM's -0.50% return. Over the past 10 years, PVIVX has underperformed FDM with an annualized return of 5.60%, while FDM has yielded a comparatively higher 8.67% annualized return.

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PVIVX has a 1.25% expense ratio, which is higher than FDM's 0.60% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Paradigm Micro-cap Fund (PVIVX) and First Trust Dow Jones Select MicroCap Index Fund (FDM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current PVIVX Sharpe Ratio is -0.42, which is lower than the FDM Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of PVIVX and FDM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PVIVX has not paid dividends to shareholders, while FDM's dividend yield for the trailing twelve months is around 1.90%.

The maximum PVIVX drawdown since its inception was -54.12%, smaller than the maximum FDM drawdown of -63.45%. Use the drawdown chart below to compare losses from any high point for PVIVX and FDM. For additional features, visit the drawdowns tool.

Paradigm Micro-cap Fund (PVIVX) has a higher volatility of 9.01% compared to First Trust Dow Jones Select MicroCap Index Fund (FDM) at 5.96%. This indicates that PVIVX's price experiences larger fluctuations and is considered to be riskier than FDM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.