PDVAX Mutual Fund

NAV$9.86

Returns Overview

1 Month
+0.63%
3 Months
+3.07%
6 Months
+2.00%
YTD
+2.10%
1 Year
+7.31%
3 Years (annualized)
+8.00%
5 Years (annualized)
+2.27%
10 Years (annualized)
+3.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDVAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays Global Credit Hedged USD Index(H04063US)
This Mutual Fund (YTD)
+2.10%
Peer Avg (YTD)
+3.23%
vs Peers
-1.13%

PDVAX Mutual Fund Performance

PDVAX performance across multiple time periods: 1-month 0.63%, YTD 2.10%, 1-year 7.31%, 3-year 8.00%, 5-year 2.27%, 10-year 3.80%.

PDVAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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