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Nasdaq - Delayed Quote USD

Paradigm Micro-Cap (PVIVX)

46.75
-1.21
(-2.52%)
At close: March 28 at 8:01:59 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -14.19%
5y Average Return 19.77%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Mar 28, 2025) 46.85%
Worst 1Y Total Return (Mar 28, 2025) --
Best 3Y Total Return 46.85%
Worst 3Y Total Return 2.04%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PVIVX
Category
YTD
-4.92%
20.19%
1-Month
-9.20%
0.02%
3-Month
-8.31%
4.36%
1-Year
0.44%
60.18%
3-Year
4.63%
11.32%
5-Year
15.65%
13.88%
10-Year
10.20%
11.19%
Last Bull Market
17.35%
27.98%
Last Bear Market
-19.85%
-24.08%

Annual Total Return (%) History

Year
PVIVX
Category
2024
13.52%
--
2023
17.89%
--
2022
-20.62%
--
2021
27.94%
--
2020
46.85%
10.99%
2019
22.38%
23.75%
2018
-10.96%
-12.72%
2017
15.79%
12.28%

2016
27.33%
20.78%
2015
-10.05%
-5.38%
2014
1.81%
3.79%
2013
41.41%
37.39%
2012
11.06%
15.46%
2011
-0.90%
-4.07%
2010
18.44%
25.61%
2009
29.44%
31.80%
2008
-30.10%
-36.56%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.71% -2.66% 5.50% 0.76%
2023 6.86% 8.06% -4.18% 6.55%
2022 -11.67% -19.85% -1.55% 13.91%
2021 18.41% 6.52% -10.02% 12.73%
2020 -29.21% 35.24% 9.43% 40.18%
2019 17.22% -6.82% -1.16% 13.36%
2018 3.86% 9.72% -1.98% -20.29%
2017 6.42% 8.20% 1.05% -0.49%
2016 3.12% -3.59% 19.93% 6.78%
2015 4.93% -3.93% -17.02% 7.54%

2014 -0.59% -6.76% -3.52% 13.85%
2013 6.97% 12.99% 9.04% 7.29%
2012 12.42% -7.62% 2.70% 4.12%
2011 7.55% -2.06% -16.84% 13.14%
2010 5.73% -10.57% 9.11% 14.81%
2009 -9.94% 22.72% 13.85% 2.87%
2008 -4.00% -1.09% -7.48% -20.43%

Rank in Category (By Total Return)

YTD 95
1-Month 100
3-Month 25
1-Year 93
3-Year 44
5-Year 4

Load Adjusted Returns

1-Year 0.44%
3-Year 4.63%
5-Year 15.65%
10-Year 10.20%

Performance & Risk

YTD Return -14.19%
5y Average Return 19.77%
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Paradigm Funds
Net Assets 156.88M
YTD Return -4.92%
Yield 0.00%
Morningstar Rating
Inception Date Dec 31, 2007

Fund Summary

The fund invests at least 80% of its net assets in the common stocks of U.S. micro-cap companies. The advisor generally considers a company to be a micro-cap company if, at the time of purchase, its market capitalization is within the range of capitalizations of companies in the Russell Microcap® Index as of the most recent reconstitution date. It may be overweight in certain sectors at various times. Stocks are sold when they have realized the value anticipated by the Advisor or if new investment opportunities with higher expected returns are acquired.

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