PDAAX Mutual Fund

NAV$9.86

Returns Overview

1 Month
+0.64%
3 Months
+3.10%
6 Months
+2.08%
YTD
+2.18%
1 Year
+7.47%
3 Years (annualized)
+8.15%
5 Years (annualized)
+2.40%
10 Years (annualized)
+3.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDAAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Credit Hedged USD Index(H04063US)
This Mutual Fund (YTD)
+2.18%
Peer Avg (YTD)
+3.23%
vs Peers
-1.05%

PDAAX Mutual Fund Performance

PDAAX performance across multiple time periods: 1-month 0.64%, YTD 2.18%, 1-year 7.47%, 3-year 8.15%, 5-year 2.40%, 10-year 3.90%.

PDAAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

PDAAX performance comparison shows side-by-side returns with another fund. PDAAX alternatives are available in the Mutual Fund Screener.