PDAVX Mutual Fund

PDAVX Mutual Fund

NAV$13.66
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Returns Overview

1 Month
-1.74%
6 Months
+9.35%
YTD
+5.20%
1 Year
+6.85%
3 Years (annualized)
+11.29%
5 Years (annualized)
+2.70%
10 Years (annualized)
+5.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDAVX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.20%
Peer Avg (YTD)
+4.96%
vs Peers
+0.23%

PDAVX Mutual Fund Performance

PDAVX performance across multiple time periods: 1-month -1.74%, YTD 5.20%, 1-year 6.85%, 3-year 11.29%, 5-year 2.70%, 10-year 5.41%.

PDAVX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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