PLDSX Mutual Fund

NAV$10.14

Returns Overview

1 Month
-0.29%
3 Months
-0.78%
6 Months
-1.55%
YTD
-1.65%
1 Year
+3.48%
3 Years (annualized)
+5.42%
5 Years (annualized)
+3.06%
10 Years (annualized)
+2.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLDSX 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 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
-1.65%
Peer Avg (YTD)
+3.23%
vs Peers
-4.88%

PLDSX Mutual Fund Performance

PLDSX performance across multiple time periods: 1-month -0.29%, YTD -1.65%, 1-year 3.48%, 3-year 5.42%, 5-year 3.06%, 10-year 2.93%.

PLDSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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