PDVGX Mutual Fund

PDVGX Mutual Fund

NAV$4.75
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Returns Overview

1 Month
-2.03%
3 Months
-2.34%
6 Months
-0.51%
YTD
-0.49%
1 Year
+0.85%
3 Years (annualized)
+6.62%
5 Years (annualized)
+2.52%
10 Years (annualized)
+3.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDVGX 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)
-0.49%
Peer Avg (YTD)
+0.50%
vs Peers
-0.99%

PDVGX Mutual Fund Performance

PDVGX performance across multiple time periods: 1-month -2.03%, YTD -0.49%, 1-year 0.85%, 3-year 6.62%, 5-year 2.52%, 10-year 3.19%.

PDVGX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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