PDVAX Mutual Fund

PDVAX Mutual Fund

NAV$9.60
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Returns Overview

1 Month
-2.60%
3 Months
-3.19%
6 Months
-0.22%
YTD
-1.16%
1 Year
+0.91%
3 Years (annualized)
+7.53%
5 Years (annualized)
+1.92%
10 Years (annualized)
+3.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDVAX 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 Barclays Global Credit Hedged USD Index(H04063US)
This Mutual Fund (YTD)
-1.16%
Peer Avg (YTD)
+0.50%
vs Peers
-1.66%

PDVAX Mutual Fund Performance

PDVAX performance across multiple time periods: 1-month -2.60%, YTD -1.16%, 1-year 0.91%, 3-year 7.53%, 5-year 1.92%, 10-year 3.40%.

PDVAX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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