PVIVX vs. IWC

In the year-to-date period, PVIVX achieves a -11.05% return, which is significantly lower than IWC's -7.34% return. Both investments have delivered pretty close results over the past 10 years, with PVIVX having a 5.60% annualized return and IWC not far behind at 5.45%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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

This table presents a comparison of risk-adjusted performance metrics for Paradigm Micro-cap Fund (PVIVX) and iShares Microcap ETF (IWC). 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 IWC Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of PVIVX and IWC, 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 IWC's dividend yield for the trailing twelve months is around 1.16%.

The maximum PVIVX drawdown since its inception was -54.12%, smaller than the maximum IWC drawdown of -64.61%. Use the drawdown chart below to compare losses from any high point for PVIVX and IWC. For additional features, visit the drawdowns tool.

Paradigm Micro-cap Fund (PVIVX) has a higher volatility of 9.01% compared to iShares Microcap ETF (IWC) at 7.07%. This indicates that PVIVX's price experiences larger fluctuations and is considered to be riskier than IWC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.