PDKAX Mutual Fund

PDKAX Mutual Fund

NAV$11.16
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Returns Overview

1 Month
-1.95%
3 Months
-1.86%
6 Months
+3.27%
YTD
+2.41%
1 Year
+4.30%
3 Years (annualized)
+11.09%
5 Years (annualized)
+4.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDKAX 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
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📉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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.41%
Peer Avg (YTD)
+7.09%
vs Peers
-4.68%

PDKAX Mutual Fund Performance

PDKAX performance across multiple time periods: 1-month -1.95%, YTD 2.41%, 1-year 4.30%, 3-year 11.09%, 5-year 4.74%.

PDKAX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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