Provident Trust Strategy Fund

Provident Trust Strategy Fundverified

PROVX

Price:

$22.05

Market Cap:

$203.45M

The fund invests mainly in a limited number of multi-capitalization growth stocks. It will compare itself to, and the advisor attempts to exceed, the S&P 500® Index over full investment cycles. The fund is non-diversified.

Industry

Asset Management

IPO Date

1986-12-23

Stock Exchange

NASDAQ

Ticker

PROVX

The ROE as of December 2025 (TTM) for Provident Trust Strategy Fund (PROVX) is 7.81%

According to Provident Trust Strategy Fund’s latest financial reports and current stock price. The company's current ROE is 7.81%. This represents a change of 332.92% compared to the average of 1.80% of the last 4 quarters.

Provident Trust Strategy Fund (PROVX) Historical ROE (quarterly & annually)

How has PROVX ROE performed in the past?

The mean historical ROE of Provident Trust Strategy Fund over the last ten years is 7.88%. The current 7.81% ROE has changed -0.93% with respect to the historical average. Over the past ten years (40 quarters), PROVX's ROE was at its highest in in the December 2022 quarter at 3.07%. The ROE was at its lowest in in the June 2020 quarter at 1.01%.

Quarterly (TTM)
Annual

Average

7.88%

Median

7.41%

Minimum

5.99%

Maximum

10.99%

Provident Trust Strategy Fund (PROVX) ROE by Quarter and Year

Discovering the peaks and valleys of Provident Trust Strategy Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 65.31%

Maximum Annual ROE = 10.99%

Minimum Annual Increase = -30.92%

Minimum Annual ROE = 5.99%

Quarterly (TTM)
Annual
YearROEChange
20237.59%-30.92%
202210.99%11.11%
20219.89%65.31%
20205.99%-24.87%
20197.97%-8.55%
20188.71%20.42%
20177.23%3.14%
20167.01%0.21%
20157.00%8.76%
20146.44%-7.78%

Provident Trust Strategy Fund (PROVX) Average ROE

How has PROVX ROE performed in the past?

The current ROE of Provident Trust Strategy Fund (PROVX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

9.49%

5-year avg

8.49%

10-year avg

7.88%

Provident Trust Strategy Fund (PROVX) ROE vs. Peers

How is PROVX’s ROE compared to its peers?

Provident Trust Strategy Fund’s ROE is greater than MFS Global Alternative Strategy Fund Class A (0%), greater than Thompson LargeCap (0%), less than SGI U.S. Large Cap Equity Fund Class I (23.78%), less than Artisan Global Equity Fund Investor Shares (23.78%), greater than Meeder Moderate Allocation Retail (0%), less than Royce Micro Cap Fund Financial Intermediary Class (0%), less than Franklin Universal Trust (16.61%), greater than Madison Covered Call & Equity Income Fund Class Y (0%), greater than Sit Dividend Growth Fund Class S (0%), greater than Nationwide WCM Focused Small Cap Fund Class A (0%),

Build a custom stock screener for Provident Trust Strategy Fund (PROVX) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Provident Trust Strategy Fund using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

Provident Trust Strategy Fund (PROVX) and other stocks custom spreadsheet templates

The easiest way to analyze a company like Provident Trust Strategy Fund or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is Provident Trust Strategy Fund's ROE?

How is the ROE calculated for Provident Trust Strategy Fund (PROVX)?

What is the highest ROE for Provident Trust Strategy Fund (PROVX)?

What is the 3-year average ROE for Provident Trust Strategy Fund (PROVX)?

What is the 5-year average ROE for Provident Trust Strategy Fund (PROVX)?

How does the current ROE for Provident Trust Strategy Fund (PROVX) compare to its historical average?