PDLTX Mutual Fund

PDLTX Mutual Fund

NAV$11.18
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Returns Overview

1 Month
-1.95%
3 Months
-1.86%
6 Months
+3.36%
YTD
+2.60%
1 Year
+4.67%
3 Years (annualized)
+11.94%
5 Years (annualized)
+5.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDLTX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.60%
Peer Avg (YTD)
+7.10%
vs Peers
-4.51%

PDLTX Mutual Fund Performance

PDLTX performance across multiple time periods: 1-month -1.95%, YTD 2.60%, 1-year 4.67%, 3-year 11.94%, 5-year 5.38%.

PDLTX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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