PBDPX Mutual Fund

PBDPX Mutual Fund

NAV$8.59
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Returns Overview

1 Month
-3.41%
3 Months
-4.43%
6 Months
-2.82%
YTD
-3.49%
1 Year
-2.67%
3 Years (annualized)
+5.38%
10 Years (annualized)
+2.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBDPX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-3.49%
Peer Avg (YTD)
+0.50%
vs Peers
-3.99%

PBDPX Mutual Fund Performance

PBDPX performance across multiple time periods: 1-month -3.41%, YTD -3.49%, 1-year -2.67%, 3-year 5.38%, 10-year 2.43%.

PBDPX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

PBDPX vs another fund shows side-by-side returns. PBDPX alternatives are available in the Mutual Fund Screener.