PDVPX Mutual Fund

NAV$9.86

Returns Overview

1 Month
+0.66%
3 Months
+3.14%
6 Months
+2.15%
YTD
+2.25%
1 Year
+7.63%
3 Years (annualized)
+8.31%
5 Years (annualized)
+2.55%
10 Years (annualized)
+4.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDVPX 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)
+2.25%
Peer Avg (YTD)
+3.23%
vs Peers
-0.97%

PDVPX Mutual Fund Performance

PDVPX performance across multiple time periods: 1-month 0.66%, YTD 2.25%, 1-year 7.63%, 3-year 8.31%, 5-year 2.55%, 10-year 4.10%.

PDVPX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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