PDVRX Mutual Fund

PDVRX Mutual Fund

NAV$4.74
See how much of PDVRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.88%
3 Months
-2.49%
6 Months
-0.60%
YTD
-0.93%
1 Year
+0.46%
3 Years (annualized)
+6.23%
5 Years (annualized)
+2.22%
10 Years (annualized)
+2.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDVRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-0.93%
Peer Avg (YTD)
+0.50%
vs Peers
-1.43%

PDVRX Mutual Fund Performance

PDVRX performance across multiple time periods: 1-month -1.88%, YTD -0.93%, 1-year 0.46%, 3-year 6.23%, 5-year 2.22%, 10-year 2.77%.

PDVRX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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