PDVRX Mutual Fund

NAV$4.84

Returns Overview

1 Month
-1.02%
3 Months
-1.43%
6 Months
-1.43%
YTD
-1.43%
1 Year
+4.92%
3 Years (annualized)
+3.28%
5 Years (annualized)
-0.26%
10 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDVRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-1.43%
Peer Avg (YTD)
+3.23%
vs Peers
-4.65%

PDVRX Mutual Fund Performance

PDVRX performance across multiple time periods: 1-month -1.02%, YTD -1.43%, 1-year 4.92%, 3-year 3.28%, 5-year -0.26%, 10-year 2.06%.

PDVRX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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